Dave is responsible for monitoring the performance and risk of managed portfolios held within Offshore Trusts.
Dave has a first-class Honour’s degree in Financial Mathematics as well as a Master’s in Wealth Management.
Dave is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI) and has previously worked in the Hedge Fund industry and Government Statistics. He works closely with a portfolio of clients and ensures analysis is communicated to the Trustees. He also provides investment advice relating to financial assets and is responsible for maintaining the accuracy and suitability of Trust benchmarks.