David Ravenscroft

Areas of expertise

Private client investment management and financial advice; bespoke collective vehicles; corporate and private pension funds.

Experience

David joined Smith & Williamson in 1995 as part of a private client team. Since then he has built enduring relationships with a wide range of families and professional trustees.

After covering a number of sectors in the equity market, David joined the Smith & Williamson asset allocation committee, which is responsible for formulating internal investment guidelines.

David has managed collective funds and corporate pension schemes for over 15 years and is familiar with their regulations and reporting requirements.

Professional qualifications/memberships

Fellow of the Chartered Institute for Securities & Investment (CISI).