Meet the team
You’ll be in good hands with our experienced team of experts who are specialists in what they do.
David Stead
INVESTMENT ADVISER
David founded Oakcrest Private Office in 2023, having spent 13 years providing bespoke financial advice to high net worth clients and their families. Prior to founding Oakcrest, David was an investment adviser, and a bespoke discretionary investment manager and has historically held senior banker positions at Coutts, Investec and Weatherbys Private Bank.
Working with a wide range of clients, David implements and maintains a clear financial plan for each client, meeting them regularly to ensure plans remain on track.
In 2023, David completed an Executive MBA (PLDA) at Harvard Business School. He has also been recognised as one of the future leaders in wealth management by Citywealth, which awarded him Senior Private Banker of the Year in 2021.
Contact us
Our team is here to answer your questions. Get in touch today.
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