Co-Chief Executive London +44 (0)20 7131 4681
Landed estates; charitable trusts; bespoke family open-ended investment companies (OEICs); family office disputes.
Over the course of a career spanning more than 25 years with Smith & Williamson, David has advised a number of significant landed and commercial families, some with substantial heritage assets.
He has helped to restructure trusts and assets to help a number of families meet their medium to long-term financial needs through the use of tax-efficient investment vehicles such as bespoke family OEICs, working alongside our tax specialists.
As a trusted adviser to different generations of families over many years, David has gained a wealth of experience in dealing with sometimes challenging and sensitive succession issues and family disputes.David took on a new role as head of the firm’s investment management and banking division in 2007.
David is a Fellow of the Chartered Institute for Securities & Investment (CISI).