David Taylor

David joined in January 2021 as a Business Intelligence Manager. He entered the world of Investment in 2011 at JPMorgan in Edinburgh before undertaking a year in New York City with UBS Global Asset Management. On returning home to Edinburgh, David spent the next seven years at Investec Wealth & Investment as an Investment Manager where he had responsibility for managing over 350 multi-asset portfolios totalling £200m of client assets. During this time, he trained as a Chartered Wealth Manager and became a Fellow of the Chartered Institute of Securities and Investment in 2019. David enjoys having an active lifestyle spending a lot of his free time hitting or kicking a ball around a court, course or pitch.

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