David Stephenson became part of our team at WM Capital Management Ltd in 2016. He was a former Merchant Navy Navigating Officer who became a financial adviser and investment manager in 1986. He was the Lead Portfolio manager for the TB Elite Strategic Fund which he launched in 2004, knowing the importance that quality advice and active investment management plays in achieving great outcomes for his investors and friends. During his time in financial services he delivered excellent performance for his clients despite recessions, stock market collapses and multiple significant regulatory changes.
As well as investing, David was passionate about sport. He was a regular visitor to the Madjeski Stadium, a passionate skier – enjoying the Rocky Mountain resorts across North America, and an avid sailor and boating fan.
In March 2020, David sadly passed away and his co-manager and friend Chris Moore was appointed as Lead Portfolio Manager of the TB Elite Strategic Fund. Chris worked closely with David for a number of years and their relationship was built on the values and principles that they shared.
It has been a privilege to work alongside David over the years and he will be sorely missed by many including his clients, many of whom he helped over decades of service with genuine care. Beyond colleagues, David and I became good friends due in no small part to our shared beliefs and values.
He was passionate about sports and investing and this was evident when we worked together – his diligence reflected the care and responsibility he felt for his clients’ financial wellbeing and the high level of customer service he strongly believed in.
Even though David is no longer with us, he will not be forgotten and our shared values and beliefs will continue to underpin the service we provide.
If you are an investor in the TB Elite Strategic Fund you should be receiving our regular updates on the Fund and market outlook from two members of our investment committee at WM Capital Management, Chris Moore and Nick Welsh.
If you are not currently receiving these, please contact us on 020 7653 8805 or email us at firstname.lastname@example.org we will ensure you receive these communications in the future.