David Kness
Investment Director,  Rathbones
Location: Winchester,
England,
Expertise: Investment Management,
Latest Review
Peer review:
David builds strong, positive relationships with both clients and colleagues. He communicates effectively and delivers an exceptional level of service to his clients.
24 Sep 2025
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Reviews
Peer review:
David builds strong, positive relationships with both clients and colleagues. He communicates effectively and delivers an exceptional level of service to his clients.
24 Sep 2025
Co-worker review:
David continues to provide a personalised and efficient service to his broad spread of private clients and family trusts. His excellent knowledge ensures his clients receive timely and pertinent advice at all times.
24 Sep 2025
Co-worker review:
I’ve had the pleasure of working with David Kness, and I can confidently say he exemplifies the highest standards of professionalism and expertise in investment management. With over 15 years of experience in the industry, David brings a wealth of knowledge and a thoughtful, client-focused approach to every portfolio he manages.
His role at Rathbones as Investment Director in the Winchester office sees him working with a diverse range of private clients, and his involvement in specialist teams—particularly those focused on entrepreneurs and clients navigating divorce—demonstrates both his versatility and empathy.
David’s credentials speak volumes: he is a Chartered Fellow of the Chartered Institute for Securities and Investment, and his career includes accolades such as Citywealth Investment Director of the Year (2022), Investment Manager of the Year (2021, Gold), and recognition in the PAM Top 40 under 40 and Wealth Manager Top 30 under 30.
Clients consistently praise David for his personal and professional service, and it’s clear he is held in high regard across the industry. His strategic insight, calm demeanor, and commitment to excellence make him a standout figure in wealth management.
24 Sep 2025
Peer review:
David is a highly respected Investment Director whose technical proficiency, client-first mindset and strong relationships, both internally and externally, distinguish him in the wealth-management space.
11 Aug 2025
Co-worker review:
David is extremely professional and provides an excellent level of service for his clients. He is a well respected colleague within our Winchester office.
11 Aug 2025
Private Client review:
I would not hesitate to refer my clients to David. He is professional, able to build a great rapport with clients and understands the client's needs.
08 Aug 2025
Co-worker review:
David continues to provide a personal and professional service to all his clients and feedback from them is positive. His clients continue to hold him in high regard.
Julian Longton - Rathbones Investment Management Ltd
14 Mar 2024
Peer review:
Both personable and professional, David provides an excellent service for his clients.
Georgina Hand - Rathbones
11 Mar 2024
Peer review:
David is a highly competent and thoughtful investment professional.
Stephen Bennett - Rathbones Investment Management
08 Mar 2024
Peer review:
Exemplary.
Christopher Swan - Rathbones
08 Mar 2024
Private Client review:
Thoughtful and personable.
Honest and detailed advice always given.
A genuine and straight talker.
Honest and detailed advice always given.
A genuine and straight talker.
Nick Beech - Humberside Police
13 Oct 2020
Private Client review:
Extremely professional, organised and personable, David is a delight to work with and his communication is excellent.
Roger Hand - FreemarketFX
08 Oct 2020
Case Studies
Articles
Awards
2021 Future Leaders Awards
GOLD - Investment Manager of the Year (5-10 years)
Commendations
2017 Future Leaders Top 100
2018 Future Leaders Top 100
Future Leaders Top 100: 2020
NextGen Top 40 Under 40 2023
