“I believe the key to our success is a team approach, utilising skills from a range of diverse people to create bespoke portfolios for long lasting relationships with clients.”
- Locations
- Birmingham
David is a Senior Portfolio Manager in the Birmingham office and leads the Portfolio Management team, constructing portfolios for a range of private clients, charities and agents.
David started his career in 2007 working alongside the Intemediaries Team focusing on providing investment solutions to clients of financial advisers. In 2015 David refocused his career to help establish and develop the Portfolio Management Team which provides this service to the clients across the office.
He is proud of the emphasis RBC Brewin Dolphin puts on building strong, long-term relationships with clients and points to his promotion to the position of Divisional Director as his greatest professional achievement. David is very passionate about the future of the Birmingham office and takes a role in the development of people coming through the business.