David Fraser

David Fraser is an accomplished Investment Counsellor at Mawer Investment Management, a prestigious company known for offering investment management services to a diverse clientele of individual and institutional investors.

With a strong focus on discretionary wealth management, David assists clients and their families in identifying evolving investment needs and expectations. He ensures that portfolios remain suitable by making timely adjustments to align with client goals.

David provides valuable asset mix advice rooted in Mawer's asset mix models. Additionally, he communicates effectively with clients about any modifications to these models, ensuring transparency and understanding of the firm's investment strategies.

David Fraser holds a Bachelor's degree with a double major in Economics and Finance from Massey University. Furthermore, he has studied Tourism at the University of Otago, reinforcing his versatile educational background.

In terms of professional certifications, David is a CFA Charterholder from the CFA Institute and a Certified Financial Planner in Financial Planning and Services recognized by FP Canada.

Throughout his career, David has held key positions, including Associate Investment Counsellor, Investment Advisor, and Private Client Service Associate at Mawer Investment Management. He has also gained valuable experience as a Premier Banker at Barclays.