Areas of expertise
Private client investment management and financial advice; bespoke collective vehicles; corporate and private pension funds.
David joined Smith & Williamson in 1995 as part of a private client team. Since then he has built enduring relationships with a wide range of families and professional trustees.
After covering a number of sectors in the equity market, David joined the Smith & Williamson asset allocation committee, which is responsible for formulating internal investment guidelines. He also helps to oversee the firm’s banking activities.
David has managed collective funds and corporate pension schemes for over 15 years and is familiar with their regulations and reporting requirements.
Fellow of the Chartered Institute for Securities & Investment (CISI).