Chief Executive Officer
David has 34 years of experience marketing wealth management products to institutions and professional intermediaries.
David has 34 years of experience marketing wealth management products to institutions and professional intermediaries.
I have 30 years financial services experience covering both wealth management, retail and institutional sales.
As an IFA for 10 years in the Middle East I was initially attracted by the best of breed fund range, providing key client solutions for IFAs and Wealth Managers.