Areas of expertise
Selling pooled funds and segregated accounts to key discretionary and advisory accounts in the UK
David graduated with a BA Hons in accounting before joining Save & Prosper Asset Management, owned by the Flemings group. Subsequently taken over by JP Morgan David spent 18 years there as part of the sales team, initially covering IFAs and life companies before looking after London discretionary accounts, including: DFMs, multi managers, family offices, private banks and rating agencies. David moved to Smith & Williamson in October 2018 to head the UK Funds Sales team.
BA (hons) Accounting from London Guildhall University