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David is a highly experienced investment professional with nearly 50 active years in the industry. He is a Chartered Wealth Manager, a Fellow of the Chartered Institute for Securities and Investment and holds the Private Client Investment Advice and Management Certificate. In a varied career, he has covered roles in sales, portfolio management, technical investment training and lectured on investment subjects for the Institute of Chartered Secretaries and Administrators as well as for the Securities Institute. He held senior investment research, managerial and strategic roles within Lloyds Banking Group and Standard Bank.

Outside of professional interests he is keenly involved in sports activities including keeping himself physically fit. Locally, he captained the national Jersey Cricket side for many years and did the same for the combined Channel Islands team. In the UK he played minor county cricket for Berkshire throughout the 1980s, represented the Club Cricket Conference in overseas cricket tours and was the captain of Reading Cricket Club. He is the Chairman of an eminent local Young Cricketers charity.