David Winckler

Senior Investment Analyst

Senior Investment Analyst

David joined Casterbridge Wealth in October 2023, bringing with him over 11 years of experience in the financial services sector. He laid the foundation for his expertise by studying Accounting and Finance at the University of Cape Town, eventually earning his designation as a Chartered Accountant in South Africa. David has since passed the Chartered Financial Analyst (CFA) Level II exam and more recently attained the CFA Climate and Investing Certificate.  

Before joining Casterbridge Wealth, David worked in the Deloitte Corporate Finance team in London. Subsequently, he dedicated over 5 years to the Kingswood Group, where he led the fund selection process and effectively managed Core, Income, ESG, and passive multi-asset portfolios.

Beyond the confines of work, David cherishes time spent with his family and enjoys watching sport, particularly rugby, cricket and golf. He enjoys the great outdoors, dedicating time to perfecting his golf game. He also enjoys traveling, with a special fondness for Africa, particularly when it involves wildlife and his favourite snack, biltong.

Phone Number:

01722 466 110



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