David Kirkby

David Kirkby

Senior Investment Director

Senior Investment Director

Leeds

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk. Secondly, the level of income or capital growth which could be potentially achieved will depend on how much risk the client is prepared to take and how well markets perform. The right strategy will balance potential risks with potential return. Whatever the clients investment objectives, the greater the return that is sought, the more risk is taken.

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk. Secondly, the level of income or capital growth which could be potentially achieved will depend on how much risk the client is prepared to take and how well markets perform. The right strategy will balance potential risks with potential return. Whatever the clients investment objectives, the greater the return that is sought, the more risk is taken.
David Kirkby