Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
David joined Dolfin in May 2019 as part of the Investment Management team. He has 13 years of experience in managing UHNW individuals and trusts.
For the previous eight years, David worked at Falcon Private Wealth (formally Clariden Leu). In his last role at Falcon, he was Head of Investment Management, responsible for its discretionary management offering c.GBP 400m, including its successful Tier 1 UK Investor Visa programme. David was a voting member on Falcon’s Global Investment Committee and a member of its Executive Board.
David is a multi-asset investment manager, specialising in UK equities, fixed income and alternative investments. He also has extensive experience in third party manager selection. He started his career at Deloitte where he assumed the role of a holistic wealth and investment manager.
David has a BA Hons in Management Studies from the University of Nottingham, a Certificate in Financial Planning, an Investment Management Certificate, and a Chartered Institute for Securities and Investment Diploma. In 2013, David became a Chartered Wealth Manager and in 2015, he was awarded the status of Chartered Fellow by the Chartered Institute of Securities and Investment.