David joined the Kendal office of Rathbones in 2001, having spent over 10 years completing his training and managing high net worth clients for Coutts in London. David was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis, David continues to receive his annual Statement of Professional Standing from the Institute. Based in the Kendal office, David manages a range of private client, trust, pension and charity portfolios. In addition, he is a part of the Rathbones Procedures Committee which meets regularly to discuss and review internal processes, and is responsible for coordinating the Rathbones Financial Adv