Chief Investment Officer
David has over 25 years of experience in assessing and selecting funds. He started his career with Manchester based stock broker Henry Cooke Lumsden (HCL) where he worked for twelve years. At HCL, David was responsible for the management of the company's Portfolio Management Service (PMS), a forerunner of the multimanager concept, as well as becoming Managing Director of the company's unit trust subsidiary, Arkwright Management. David left HCL in 1994 to establish a northern office for Cazenove Fund Management, based in Chester.
After a stint with Aberdeen Asset Management David formed Mercater Capital Management with Alaric Gordon in 2003 and is Chief Investment Officer, responsible for Asset Allocation and Fund Selection.
Away from the office David spends time sailing, and racing, offshore.
David is a Member of the Securities Institute.
Tel: 0161 926 7150
Fax: 0161 926 7155
Email: david.oakes@mercater.com
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