Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment strategy

Portfolio management

Private banking

Client Types

Charities

Family offices

Foundations

Institutional clients

Private clients

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

David Treen

Spear's Review

Barclays veteran David Treen comes highly recommended to Spear’s, with one peer describing him as ‘the person of the year in banking’. He has been with the banking giant since 2012 and has contributed to a varied network of clients including foundations, family offices, charities, and private and institutional clients. 

The private banker’s areas of expertise lie primarily in asset allocation, portfolio construction and investment strategy. He previously served as a client relationship manager at AllianceBernstein, where he worked for nearly four years. 

Treen is a chartered financial planner and a chartered alternative investment analyst.

Rank: Recommended

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