David is the Managing Director as well as focusing on supporting and advising private clients, family offices and intermediaries in achieving their wealth management aspirations.

He has worked in the local financial services arena for more than 30 years, most recently as Branch Manager for Credit Suisse, and prior to that in several senior roles with UBS AG.

David is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and in 2012 achieved a Distinction in CISI’s Private Client Investment Advice and Management qualification.

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