David is the Managing Director of Oakglen Wealth (Jersey) Limited, as well as supporting and advising private clients, family offices and intermediaries in achieving their wealth management aspirations. He has worked in the local financial services industry for more than 39 years, most recently as Branch Manager for Credit Suisse, and prior to that in several senior roles with UBS AG. David is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and in 2012 achieved a Distinction in CISI’s Private Client Investment Advice and Management qualification.