
Biography
David has worked as a Senior Investment Manager at JM Finn since 2002, before which he worked at SG Investment Management. He advises and manages a broad array of private clients, including some ultra high net worth clients and Foundations. He was included in the Wealthnet Top 40 Under 40 in 2010.
Away from work David’s passions include sailing and rugby. He also manages a junior football team in the Surrey Premier League and is a trustee for a local charity.
Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.
Our July investment update video covers the effects of the weaker dollar and US current account and fiscal deficits.
The question of possible measures to increase the UK’s energy independence has come back into the spotlight amid this week’s events in the Middle East.