About
David Poole is a Senior Adviser at Smith Square Partners who previously led Citi Private Bank's UK and Ireland operations. He provides advisory services to corporate finance and legal firms, as well as to families, and serves as trustee for educational, charitable, and religious trusts. His background includes roles as a board member at the BBA/UK Finance, governance positions at Lancing College and Westminster School, and involvement with various professional and institutional advisory boards.
Experience
- Smith Square PartnersSenior Advisercurrent2024 β presentLondon Area, United Kingdom
- New Quadrant - Private OfficeSenior Consultantcurrent2024 β present
- CitiManaging Director Global Family Office2023 β 2024London Area, United Kingdom
- CitiHead of Strategic Client Segments2015 β 2022
- CitiHead of Citi Private Bank UK & Ireland2009 β 2015
- CitiManaging Director Head of Business Development Europe2006 β 2009United Kingdom
- Merrill LynchDirector, Head of Business Development for Private Client Division2003 β 2006
- SINGER & FRIEDLANDER LIMITEDDirector, Head of Marketing and Business Development1995 β 2003London Area, United Kingdom
- Rothschild & CoAssistant Director1991 β 1995Greater London, England, United Kingdom
- Singer and FriedlanderAssistant Director1989 β 1990Greater London, England, United Kingdom
- LazardGraduate Trainee1987 β 1989Greater London, England, United Kingdom
Education
- University of BristolBachelor of Arts - BA, English and Theology1984 β 1987
- Westminster School, London1978 β 1983
Skills & more
Corporate FinanceAsset ManagementPrivate BankingLeadershipSalesBusiness Development
- Role of the Non-Executive Director β Institute of Directors (IoD)
- Registered Representative β London Stock Exchange
- Diploma of Finance & Accounting β Financial Training
- Affiliate β The Chartered Institute for Securities & Investment (The CISI)
From David's professional profile.
Colleagues at New Quadrant
Annamaria Koerling
Investor at Delfin Private Office
Cindy Chaplin
Senior Trust Manager at New Quadrant
Darren Austin-Smith
Head of Trust Services at New Quadrant
Giovanni Borzellino
Managing Director at New Quadrant
Graham Barry
Senior Trust Manager at New Quadrant
Hope Gale
Trust Administrator at New Quadrant
Jennifer McKendrick
Associate at New Quadrant
Keira Moore
Associate at New Quadrant
Frequently asked questions
- Where does David Poole work?
- David Poole is Business Development Consultant at New Quadrant.
Same school
Also attended University of Bristol156
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Also attended Westminster School, London15
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Shared employers
Also worked at Smith Square Partners1
Also worked at Citi729
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Also worked at Rothschild & Co150
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