David joined RSMR in 2026 having previously analysed, and invested in, collective investments for over 20 years and directly advised private clients, IFA’s and private client investment managers through various roles at a range of ratings agencies, research houses and private client wealth managers. He has experience across asset classes and investment vehicles including both open and closed ended investment structures and has written extensively on investment management trends for a variety of end users to help them better understand an investment strategy or wider market developments. In addition, he has significant experience in managing private client multi asset portfolios.
David is a Chartered Fellow of the CISI and holds the Chartered Wealth Manager designation. Outside of work, and weather permitting, David enjoys outdoor activities such as golf, fishing, camping and hiking.
07754 852968
david.holder@rsmr.co.uk