David Herbert Email & Phone Number
Head of UK Portfolio Management @ Canaccord Wealth
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David Herbert Location
- London, GB
David Herbert Work
- 2016 -now Head of UK Portfolio Management @
- 2009 -now Investment Director @
- 2002 -2009 Vice President @
David Herbert Education
- Exeter University
Business and Economics (Economics)
1999-2002
David Herbert Skills
- Investment Management
- Trust Portfolio Management
- Wealth Management
- Wealth Management Services
- Portfolio Management
- Trusts
- Asset Management
- Equities
- Hedge Funds
- Fixed Income
- Alternative Investments
- Asset Allocation
- Investment Strategies
- Financial Markets
- Investment Banking
- Management
- Sales
- Risk Management
- Customer Service
David Herbert Summary
- David Herbert, based in London, GB, is currently a Head of UK Portfolio Management at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man). David Herbert brings experience from previous roles at Canaccord Genuity Wealth Management (UK and Europe) and Barclays Wealth. David Herbert holds a 1999 - 2002 Business and Economics in Economics @ Exeter University. With a robust skill set that includes Investment Management, Trust Portfolio Management, Wealth Management, Wealth Management Services, Portfolio Management and more. David Herbert has 1 mobile phone numbers on RocketReach.
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