Bio

David is a Managing Director, Business Development in the Trust & Fiduciary division of Alvarium Investments. David`s role is to assist in the overall development of the business by reviewing all aspects of client services, contacting old and new contacts alike allowing opportunities for growth, maintaining existing relationships with UHNWI`s, family offices and a wide range of intermediaries. He is a specialist in business planning, operations management, cross-border transactions, trading structures, asset protection and wealth preservation. Prior to joining Alvarium, David was Head of Group Business Development for a top 10 accountancy firm and previously owned and managed his own practices and has over 30 years’ experience in the financial services industry.