David Merriam

Areas of expertise

David's primary area of expertise is working with private clients, he has a varied book of business and enjoys working with individuals and families to structure their assets and investments.
 
David has also worked for many years in the offshore market, particularly in the Channel Islands where he specialises in the management of trust and company portfolios.  

David contributes significantly to the internal research process, heading up the Utilities, Infrastructure, Renewables and Specialist Credit sectors.

Experience

David has over ten years of investment experience running private client and charity portfolios. Previously he worked for Accenture in business consultancy. 

Notable client work and achievements

David is co-manager of the Sustainable Model Portfolio fund range and the Evelyn Sustainable Cautious and Adventurous funds.

Professional qualifications and memberships

David is a CFA charter holder, holds the CFA ESG certificate, and is a CISI chartered wealth manager.