David at work
David has spent 30 years in financial services, with the last decade focused on managing portfolios for clients in the City. He started his career in Yorkshire, working across different areas of the profession before moving to London around 20 years ago for a new challenge and a broader view of the investment world.
He enjoys getting to know clients from all walks of life and making sure their expectations are properly understood and met. Alongside this, he supports the team with research, investment analysis, and reporting, and keeps a close eye on the portfolios we use, feeding into investment discussions and ideas along the way.
David at home
Family is of utmost importance to David, and much of his home life revolves around spending time with them, acting as chauffeur for his eldest daughter and enjoying downtime with his son on the PlayStation.
As a family, they love entertaining and often host gatherings for friends and extended family. David is also a BBQ enthusiast and music lover, and the two go hand in hand! David and his family love to travel and spend most of their holidays in Asia, particularly in Sri Lanka visiting his in-laws.
