David has significant leadership expertise and have 34 years of experience within the banking and wealth management sector.

He's been responsible for leading teams of Wealth Managers and Private Bankers while at the same time building and developing a substantial portfolio of High Net Worth clients within the North East of England. While his main areas of expertise have centred around the provision of investment advice, he has worked closely with clients' other advisers in seeking to ensure the provision of truly holistic wealth advice.

  • 19 years as a Private Wealth manager and Regional leader at a leading Private Bank
  • 14 years within both Corporate and Retail Banking with a leading High Street Bank.