“I love working with clients. There is always something you can bring that they haven’t thought of. Being their trusted adviser is very important.”
- Locations
- Cardiff
- Phone number
- 02920 340 100
David joined RBC Brewin Dolphin in 2005 and is Head of the Charities team in Wales. He looks after the portfolios of a broad range of Welsh charities, including schools, NHS trusts and hospices, as well as a bank of private clients.
He was Head of the Cardiff office between 2005 and December 2021, when he decided to take a step back and adopt more of an ambassadorial role. As a former captain in the Coldstream Guards, he is also looking to develop the military network across the Group, encompassing veterans and current reservists.
David, who is proud of building up the expertise and influence of the Cardiff office in recent years, is a Chartered Member of the Chartered Institute for Securities & Investment and is an Associate of the Society of Investment Professionals. He has an ASIP qualification.