David leads our Financial Planning team in the UK and is responsible for the delivery of our award-winning advice and investment management services to our clients.
Experience
David has over 20 years of experience in personal financial planning and investment management. He is a Chartered Fellow of the Personal Finance Society and a Certified Financial Planner.
He specialises in investment advice to ultra-high-net-worth individuals and their families, and the owners of private businesses. He also provides investment management and governance services to a wide range of charities and not-for-profit organisations.
In addition, David acts as an expert witness in litigation cases involving the provision of regulated financial advice.
Work Highlights
David has been the firm’s Chief Investment Officer since 2012 and he has created a range of discretionary managed portfolios to cater for the investment needs of clients with diverse risk and return requirements. David has developed a suite of bespoke investment solutions to supplement core portfolios meaning the firm can provide a total investment management service to wealthy families and business owners.
He has developed a market-leading governance service for charities and not-for-profit organisations, to allow Trustees and executives to fulfil their obligations to ensure that investment portfolios are properly managed and the performance against benchmarks is well understood.
Accreditations/ Memberships of professional bodies
Chartered Financial Planner (CII)
Chartered Fellow of the Personal Finance Society (CISI)
