David Roberts

Portfolio Executive

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 future growth.