Service: Wealth management 

Topic: Company news 

Gerald Edelman strengthens their Wealth Management Services with announcement of new Director, David Horowitz

01 Mar 2022

Gerald Edelman has appointed David Horowitz, as Director of Gerald Edelman Wealth. Joining today, on Tuesday 1 March 2022, David will lead Gerald Edelman's Financial Planning division. 

Horowitz brings with him a vast amount of expertise, having initially qualified as a Chartered Accountant within the Big Four, and then progressed into wealth management where he qualified as a Chartered Financial Planner. He has offered financial advice to individuals and families from a broad range of backgrounds including; entrepreneurs, retirees, City professionals, high-net-worth-individuals as well as working in the media and entertainment sector, for over 9 years. David particularly specialises in pension planning including complex technical pension issues, lifestyle cashflow modelling, investment management and estate and succession planning.

David’s appointment comes at an opportune time for Gerald Edelman. Through Gerald Edelman Wealth and David’s expertise, an application has already been made for Gerald Edelman Wealth Ltd to carry out regulated activities. 

Richard Kleiner, Managing Partner at Gerald Edelman added “This is a major development for Gerald Edelman. The wealth management division will further enhance the service offering to both our existing and future clients. We expect that David’s appointment will act as a huge boost to our Financial Planning and Wealth Management Services and his immense expertise will prove invaluable to both our clients and colleagues”.
David Horowitz also added “Gerald Edelman have an amazing team, and as a mid-tier firm, top 50 accounting and advisory are well placed to serve their clients through financial planning and wealth management, offering them an all-encompassing advice and services. I very much look forward to helping the firm to further strengthen this offering and to adding value to our clients”.

To learn more about David and his expertise, click here. 

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