Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Client Types
Foundations
Family offices
Charities
Private clients
Institutional clients
UHNW
David Treen
Spear's Review
Barclays veteran David Treen has been with the banking giant since 2012. His time at the company 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 established his career for four years.
In 2020, he was named the leading individual in banking at the WealthBriefing European Awards where he was commended for being a ‘key player in the further strategic development of [Barclays]’.
Treen is both a chartered financial planner and a chartered alternative investment analyst.
Rank: Recommended
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