David Battersby

Portfolio Manager


David’s renowned expertise means navigating the market with diligence.

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@davidbattersby2

Meet David

David is a very experienced investment manager, starting his career in 1987 as a dealer, then an investment adviser, before gaining expertise in investment trusts. He now works with clients to provide thorough discretionary asset management.

A Chartered Fellow of the Chartered Institute for Securities and Investments, its highest accolade, David’s deep investment knowledge has seen him featured as an expert on the BBC, ITV, Bloomberg and the Today programme.

We know it’s time in the market, not timing the market, that yields results. We’re here for you for the long haul.

David Battersby

Portfolio Manager

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We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.

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The value of investments and any income from them can fall and you may get back less than you invested.