Head of Collectives
Prior to joining Avellemy he spent three years at the Wealth Manager Saunderson House, having moved from Abrdn. At Saunderson House, he was a senior member of the company’s investment team, a voting member on its investment committee, and was responsible for heading fixed income collectives research.
At Abrdn he was most latterly an investment analyst within the multi-manager team, responsible for fund research across various asset classes including equities, fixed income and real assets, having previously held a role within the Investment Risk function.
David graduated from Nottingham University with a degree in Mathematics with Engineering, is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA), and a qualified Financial Risk Manager (FRM). He also holds the CFA Institute’s Investment Management Certificate and the CFA Certificate in ESG Investing.”