David Baker Partner - Chief Investment Officer
David is Head of Investments in the UK, part of our Private Client service line, and has over 19 years’ experience advising on and managing investment portfolios for a wide variety of clients including private clients, charities, corporates and pension funds.
David also works with professional negligence lawyers providing expert witness services, and with regulated firms who are subject to skilled person reviews. In addition, David provides a wide range of investment advisory services to charities and other not-for-profit organisations.
David is both a Certified and Chartered Financial Planner and a member of the Chartered Institute for Securities & Investment and the Chartered Insurance Institute. He is Chair of Trustees of a defined benefit pension scheme, and a trustee of an educational charity.
David is a passionate believer that private client advice is most effective when financial planning, tax and investment advice is considered in unison.