Areas of expertise
Private client investment management; UK general retail equities; Japanese open-ended collectives, family offices.
David joined Smith & Williamson in 2007 on the firm’s graduate trainee programme. As well as managing his own clients, he assists one of the private client partners in managing a range of discretionary portfolios, including large family groups, self-invested personal pensions and charities. He is also equity analyst for the general retail sector.
He provides potential clients with bespoke advice on structuring their portfolio, followed by managing the portfolio transfer in and implementing the changes agreed.
David guides clients through significant changes to their finances, such as receiving an inheritance, or a family dispute, and he agrees with them the most appropriate course of action and implements it.
Fellow of the Chartered Institute for Securities & Investment (CISI).