Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.  

My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

For each client I lead a team of experienced colleagues who have a commitment to integrity and client focused service, leveraging deep market insights and a holistic approach to help build and protect wealth. We demonstrate a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make and we are dedicated to empowering those clients with the knowledge and confidence to navigate complex financial landscapes. 

My role is help clients realise their financial goals. Often working alongside my financial planning colleagues, I create structured and tailored portfolios unique to every client and their individual goals and objectives. This involves working with a broad range of clients, each with different circumstances and objectives for the future. The topic of ethical investing or screening investments for certain negative (or positive) factors has become increasingly popular with my clients, especially charities, and this, alongside ESG (Environmental, Social, Governance) investing and analysis, has become a particular area of interest for me over recent years and months. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. In addition to my investment management responsibilities, I also sit on the Investec's Structured Product Investment Committee.

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

My priority is to help my clients achieve their financial goals in a tax efficient way, whilst looking to generate the best investment returns from their assets. I work closely with each client to build a tailored financial plan, based on their current position and financial goals, which will deliver the best outcome for their present and future needs. I then implement that plan, investing their funds according to their risk profile and investment preferences. Looking after both International and UK private individuals, I concentrate on their personal investments, pensions, ISAs, offshore bonds and family trusts, specialising in the management of multi-asset investment portfolios. This includes utilising both onshore and offshore investment platforms. My primary focus has and will always be to provide an excellent service to my clients and their professional advisers.

My priority is to help my clients achieve their financial goals by working with them to create and implement a suitable investment strategy for their invest-able assets, which suits their current and future requirements and financial objectives. I help a variety of client types at different life stages including wealth accumulation, wealth preservation, retirement planning and inheritance planning.

My focus is on meeting my clients' objectives, with respect to their risk profiles. It is important to have regard to a client's overall financial position at both personal and family level. I then combine my own experiences with Investec's in-house research resources on markets and stocks, both in the UK and overseas, to create bespoke portfolios to meet my client's requirements. As I look after both international and UK clients, I am used to dealing with a number of different structures including own name, ISAs, SIPPs, personal investment companies, family trusts, onshore and offshore, through utilising our UK, Guernsey and Swiss booking platforms.

David graduated in 1987 having read law at The University of Liverpool. David has spent his whole professional career working in Liverpool. His career started in Investment Management in Liverpool with Rensburg & Co where he trained as an equity and bond analyst before moving to portfolio management responsibilities for HNW private clients, pension funds and charities. He now is a Senior Investment Director in the Liverpool office of Rathbones and a Chartered Fellow of the Securities Institute. David served on the board of Edge Hill University for several years. A passionate ambassador for Liverpool David is currently the chair of Professional Liverpool and sits on the board at Liverpool Institute of Performing Arts (LIPA).

David is married with three adult children, is interested in most sports having played rugby league in his youth and also plays guitar in a band in his spare time!

My focus is on looking after private clients and creating financial solutions for their wealth. The interesting part of the job is that each client is unique and requires different types of solutions depending upon their circumstances. I manage private client portfolios and SIPP's, as well as charities and corporate accounts. Each portfolio is constructed for the individual client and their specific financial requirements. I have recently constructed a number of income portfolios for clients, who need a higher yield from their savings.

My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients' circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation. To provide an all-encompassing solution for clients I also work alongside our financial planning team who specialise in providing financial planning advice on areas such as retirement planning, tax planning (including inheritance tax) and life-stage planning.

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities. I also work closely with private bank colleagues to help give access to the expertise that Investec can offer.