David joined Finance Wales in June 2017 and works in the
Portfolio team where he manages a client portfolio of businesses in
a range of sectors across South Wales. Focusing on building
long-term relationships with his customers, David actively monitors
their performance in order to successfully identify new
opportunities to support their growth plans.
David has over seven years’ experience in both commercial and
corporate banking with HSBC, previously holding the role of
Relationship Manager for HSBC in Cardiff where he managed a
portfolio of circa 120 Welsh SME clients. Prior to this, David held
the role of Assistant Relationship Director in HSBC’s Leverage
Portfolio Management team, a specialist team with primary
responsibility for covering the management teams of all UK Middle
Market Leveraged/Private Equity backed relationships.
Through his former banking experience, David knows how the
long-term backing of a strong investor can transform a business’s