Rathbones Investment Management has appointed David Moore as an Investment Director in Glasgow.
David joins Rathbones with over 25 years of industry experience, having managed investments for a wide range of private clients, professional partners, charities and intermediaries. He has expertise in generational wealth management, helping to preserve and grow clients’ wealth.
His responsibilities at Rathbones will include maintaining one-to-one relationships with clients, where he will manage investment portfolios and develop client wealth strategies to help achieve their investment goals. Also building on Rathbones’ footprint in Glasgow, he will report to Alastair McLean, Investment Director at Rathbones in Scotland.
David is a Fellow of the Chartered Institute for Securities & Investment. He is a Trustee of The Trades House of Glasgow and Chairs the Investment Committee. He is currently the Visitor of the Incorporation of Maltmen in Glasgow, a charity that supports worthy causes connected to the drinks and hospitality sector.
Prior to joining Rathbones, David spent 13 years at RBC Brewin Dolphin where he was a Divisional Director. Before that, he was a Portfolio Manager at Barclays Wealth.
Alastair McLean, Investment Director at Rathbones in Scotland, comments: “It’s a pleasure to welcome David to Rathbones, particularly at such an exciting time for the business. David has a wealth of knowledge and expertise to bring to the table and will be a valued addition to the Glasgow team. David will also be instrumental in bolstering our offering and services to both existing and potential clients in Scotland.”
David Moore, Investment Director at Rathbones in Glasgow, comments: “Rathbones is a firm I have long admired. Every client’s needs and objectives are at the centre of how they manage their investments, which is something that strongly resonates with me. I believe in the importance of being a trusted adviser and having responsibility of guiding clients through each of their life stages and supporting them on their investment journeys.
“I’m joining at an exciting time for Rathbones, where the business is going through its merger with Investec Wealth & Investment. Once completed, the combined business under the Rathbones’ name will be the clear market leader of Discretionary Wealth Management in the UK. I feel we have a compelling proposition and story to tell clients, and I look forward to re-establishing my client relationships and welcoming new ones seeking advice.”