David Read

Areas of expertise

Investment strategies for private clients; trusts, corporates, pension funds and charities.

Experience

David is a Partner within the Investment Management team, supporting high net worth individuals to achieve their investment goals, with over 15 years of experience in the sector.

David joined Evelyn Partners (then Tilney) in 2017, having spent over six years working in the Investment Management team at Brewin Dolphin. Prior to this he worked as an analyst at a regional IFA practice.

David specialises in High net worth clients, including lottery winners and those in receipt of damages awards, who may need additional support. He also supports a wide range of business owners and SME’s, including those in the technology sector.

Professional qualifications and memberships

• Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), (FCSI).
• Member of the CFA Society UK, (IMC).
• BA (Hons) Accounting & Finance