Davydd Wynne
Portfolio Director
Joined Schroders in 2007
Davydd joined in 2007 and is a Portfolio Director within the DFM team and Head of Structured Products. Davydd joined after seven years at Rothschild Private Management where he was a Director with responsibility for managing both onshore and offshore private client portfolios. Prior to Rothschild, Davydd worked for C. Hoare & Co and Gartmore. Davydd is a full member of the CFA Institute, has an MBA from the London Business School and has over 20 years’ investment experience.
Davydd joined in 2007 and is a Portfolio Director within the DFM team and Head of Structured Products. Davydd joined after seven years at Rothschild Private Management where he was a Director with responsibility for managing both onshore and offshore private client portfolios. Prior to Rothschild, Davydd worked for C. Hoare & Co and Gartmore. Davydd is a full member of the CFA Institute, has an MBA from the London Business School and has over 20 years’ investment experience.
15MAY 2019
Talking points
Talking to clients about wealth transfer across generations
Our experience working with external planners suggests inheritance tax is an increasing concern for clients. And as planning options increase, meeting clients' needs is becoming more complex
