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David Morrissey
Director, Investment management

David Morrissey

Investment management for charities

Areas of expertise

Portfolio construction; Management of Large portfolios; Charities; Tax efficient investment solutions for Irish Residents.


David manages high net worth client and charity portfolios. He enjoys long lasting relationships advising private clients on how best to protect and grow their wealth. He places particular emphasis on asset allocation and risk management in managing bespoke multi currency portfolios that meet client needs. David has also worked with families on generational wealth transfer. He has a particular interest in equities and understanding future trends; including the technology sector and true growth companies. David trained and worked at Davy as a portfolio manager for 4 and a half years before joining S&W in 2012. David started his career as an Engineer working for 5 years in Structural/Civil design and project Management.

Notable achievements

  • Developing tax efficient private client portfolios for Irish Residents
  • Designing Euro model portfolio asset allocation and benchmarks
  • Advising private clients on how best to protect and grow their wealth.

Professional qualifications

He is a Qualified Financial Adviser and member of the Institute of Bankers of Ireland, a registered stockbroker and holds a Bachelor of Engineering Degree from Trinity College.

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