In 2017 David become the Chief Executive Officer of the Firm. After a long career in wealth management, David has oversight of our investment team. He started his career with the stockbrokers, Williams de Broe, in 1986 - joining just in time to experience the deregulation of the London stock market in the Big Bang and then the market crash of October 1987.

David’s career has seen him spend time in both the Channel Islands and the United States. In fund management, he specialised in the fixed interest markets before taking on broader leadership roles with the merchant bank Rea Brothers and the UK private client business of Assicurazioni Generali. As well as a background in the UK private client sector, David has had executive and non-executive roles in the management of listed investment trusts and hedge funds.

David has the diploma of the London Stock Exchange and was a founding fellow of the Securities Institute (now known as the Chartered Institute for Securities & Investment). David is also a Sloan Fellow from MIT’s MBA programme.