Our People

David began his career in 1996 as an assistant investment manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an investment manager.

David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.

David is an investment director, responsible for the day to day investment management of a number of private client and family trust portfolios within a significant team at Rathbones.

I am part of the team in the Leeds office that manages portfolios on behalf of individuals, trusts, charities, solvency II clients and self-invested pension plans (SIPPs), as well as dealing with investments held within offshore bond wrappers. I always seek to deliver a high level of client service by creating tailored and bespoke investment solutions, and building long lasting relationships along the way. This also involves working closely with other professional advisers, including independent financial advisers, solicitors and accountants.

David is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. 

David joined Rathbones in 2020, initially in the London Middle Office team, having previously worked as a Recruitment Consultant in Financial Services for over 4 years. David has a Bachelor’s degree in Chemistry from the University of Bath, is a member of the Chartered Institute for Securities and Investments (CISI), and is working towards the Level 4 Investment Advice Diploma (Securities).

David is a business development director at Rathbones having joined in June 2017 after 11 years with HSBC. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the South.

David graduated from the University of the West of England in 1998 and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

David started his career in Investment Management for Greig Middleton before joining Rathbones in 2001. He manages investments for charities, pension funds, trusts and private clients.

David is head of the team that is responsible for managing the Rathbone Multi-Asset Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi asset funds and segregated mandates. He began his career with Hambros Bank in 1984

David joined Greenbank in 2023 and has over 20 years’ of experience working in the financial services industry. David previously worked at Brunel Pension Partnership, where he was Deputy CIO and spearheaded the setup and management of public market investments and strategies worth c.£30 billion. He has led award-winning initiatives in sustainable and environmental investing across asset classes and holds the Chartered Alternative Investment Analyst (CAIA) designation, specialising in alternative asset classes and portfolio and index construction.

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

David graduated from the University of Newcastle Upon Tyne in 2009 with a BA (Hons) Financial & Business Economics and a MSc in Banking & Finance. He spent eight years at Brewin Dolphin, prior to joining Rathbones in 2020.

David is a Chartered Fellow of the Chartered Institute for Securities & Investment, a Chartered Wealth Manager and a Chartered Alternative Investment Analyst (CAIA) charterholder.