As a chartered accountant in the financial services sector, David is responsible for financial modelling and projections for investment opportunities.

David builds and develops bespoke financial models for a wide variety of new and existing projects to maximise investment value, test scenarios, and appraise strategy viability.

He has previously worked as a portfolio analyst for a HNW family office where he advised on multi-asset portfolio makeup, and at a mid-sized accountancy practice where he led teams focusing on the financial services sector. He has also passed the three levels of the Chartered Financial Analyst (CFA) qualification.

Experience

01

Capital Markets

Your proactive partner – guiding each strategic move
02

Investment Management

Optimising investment strategies for more than 150 years

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