Areas of expertise
David began his career with Societe General Investment Management in 1999 where he was involved with establishing a portfolio management service for individual and company pension schemes.
He was an Investment Manager at Deutsche Bank where responsible for portfolios with narrowly defined medium and long term objectives until 2010, when he joined Smith & Williamson.
David believes that the regular assessment of the progress of any discretionary investment strategy against his client's medium and longer term financial planning objectives is central to being able to deliver on them. This applies as much in his work with trustees of charities and pensions, as it does when establishing strategies for individuals across a range of tax structures in conjunction with their key strategic advisers.
Graduate of the Economics Department of Birmingham University. Member of the Securities Institute.
You can find David at:
- Outsourced investment services