Independent investment advisory firm IAM Advisory has appointed David Smith as Chief Investment Officer and Chairman of the Investment Committee.
Based in Guernsey, David will lead the investment team which provides strategic direction and practical advice on structuring, monitoring and controlling all material aspects in the management of the investment portfolios of the company’s clientele of sovereign wealth funds, pension funds, trustees, family offices and high-net-worth individuals.
He will also be closely involved with client management and business development across the company’s offices in London, Guernsey and Jersey.
David, who was Chief Investment Officer at IAM Advisory from 2002 to 2008, brings 27 years' experience in investment management to the role. Having previously held senior positions in both the UK and the Channel Islands he is very experienced in working with a range of client profiles including high-net-worth investors and a broad range of wealth structures.