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David Cadwallader Email & Phone Number
Associate Director
at
Titan Wealth
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Director
Location
Leeds, England, United Kingdom
Company size
Who is David Cadwallader? Overview
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Quick answer
David Cadwallader is listed as Associate Director at Titan Wealth, a with 422 employees, based in Leeds, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Cadwallader.
David Cadwallader previously worked as Divisional Director at Rbc Brewin Dolphin and Assistant Director at Brewin Dolphin. David Cadwallader holds L7 Senior Leader Masters Degree, Distinction from Chartered Management Institute.
Company email context
Email format at Titan Wealth
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Titan Wealth
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Profile bio
About David Cadwallader
I am an investment professional at RBC Brewin Dolphin in Leeds, an MBA graduate from Cranfield School of Management, a Chartered Manager, and a Chartered Fellow of the CMI. I work closely with a number of leading independent financial advisers and their clients. Outstanding client service is at the heart of our proposition and I have a track record of building and maintaining effective and longstanding client relationships.Founded in 1762, RBC Brewin Dolphin has grown to become one of the UK's leading wealth managers by continually meeting the high expectations of our clients. We provide highly personalised investment advice supporting a broad range of clients. Visit www.brewin.co.uk to find out more or follow us on Twitter @brewindolphin
Current workplace
David Cadwallader's current company
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Titan Wealth
6 roles
David Cadwallader work experience
A career timeline built from the work history available for this profile.
Divisional Director
Head of Leeds Adviser Partnership Team.Responsible for maintaining client relationships and growing Funds under Management through clients sourced from external financial advisers. Tasked with generating new leads and maintaining existing relationships with financial advisers and their clients.Personally responsible for significant Funds under Management (FUM).Strong five-year revenue growth.Lead a team of eight client advisers and support staff. Also, wider office and group mentoring.Member of Leeds Management Committee, responsible for compliant operation, leadership, growth and development of branch. Oversight of portfolio management function.Represent branch on group-wide Intermediary Leadership Forum. Tasked with developing intermediary proposition at National level, increasing collaboration across branches both regionally and nationally.
Assistant Director
Responsible for the investment management of a growing client base sourced from external financial advisers.Member of Intermediary Management Committee (May 2021 to January 2022), reporting to group MD of Wealth and Investment.Member of PEP & High-Risk Client Forum (June 2020 to April 2024), reporting to group MD of Wealth and Investment. Responsible for approving high-risk client relationships held by RBC Brewin Dolphin. Member of Leeds Investment Management Committee, reviewing recommendations made by Group Research and determining how these are implemented at branch level.
Feb 2016 - Jan 2022
Investment Manager
Jan 2011 - Feb 2016
Assistant Investment Manager
Feb 2009 - Jan 2011
Trainee Investment Manager
Jul 2007 - Feb 2009
8 education records
David Cadwallader education
L7 Senior Leader Masters Degree, Distinction
Executive Mba
Bachelor'S Degree, Economics
Education record
Education record
Statement Of Professional Standing
Level 6 Private Client Investment Advice & Management, Fund Management, Regulation & Compliance
Cisi Diploma
Education record
Cisi Diploma In Investment Compliance
Education record
Cisi Level 3 Certificate In Investments
FAQ
Frequently asked questions about David Cadwallader
Quick answers generated from the profile data available on this page.
What company does David Cadwallader work for?
David Cadwallader works for Titan Wealth.
What is David Cadwallader's role at Titan Wealth?
David Cadwallader is listed as Associate Director at Titan Wealth.
Where is David Cadwallader based?
David Cadwallader is based in Leeds, England, United Kingdom while working with Titan Wealth.
What companies has David Cadwallader worked for?
David Cadwallader has worked for Titan Wealth, Rbc Brewin Dolphin, and Brewin Dolphin.
How can I contact David Cadwallader?
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What schools did David Cadwallader attend?
David Cadwallader holds L7 Senior Leader Masters Degree, Distinction from Chartered Management Institute.
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