David is co-chief executive of the group, and chief executive of the regulated entities – Smith & Williamson Investment Management LLP, Smith & Williamson Investment Services Ltd and Smith & Williamson Financial Services Ltd. He sits on the group executive committee, and the group risk and compliance committee, and chairs the executive committee of Smith & Williamson Investment Services Limited. In his role as co-chief executive, he also sits on the board of Smith & Williamson Fund Administration Ltd.
David joined Smith & Williamson in 1985, and rose to become head of the investment management and banking division in 2007 before becoming co-chief executive in 2013. While his primary role is in the senior management of the firm, he is still involved in advising a number of longstanding clients.