Biography
David is an Investment Assistant at JM Finn who joined in 2014 after graduating from the University of Birmingham where he studied Money, Banking, & Finance. He is a member of the Chartered Institute for Securities & Investment holding a level 4 qualification as he finishes his Chartered Wealth Management Masters. David has performed various back and middle office functions before joining Andrew in the front office over 3 years ago. He now takes a primary role in handling the Execution Only business for private and institutional clients as well as organising the firm’s participation in new issues and IPO’s. David is a keen sportsman, previously playing county cricket and football at various levels.
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.
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