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.
What is the outlook for 2023? Brian Tora takes a look at the current economic climate.
After a tough 2022 for investors, investment director Charles Bathurst-Norman, suggests that while the short term outlook remains gloomy, it is worth remembering that markets tend to rebound quickly.
After a challenging year, James Godrich reports stronger performance in the fourth quarter, both on a relative and an absolute basis, in the CSI funds.