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David Jervis — Strategic Advisor · SRL Global · London, England, United Kingdom.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Interests: new business models, fields of management, new contacts and networks, global assignments, forging partnerships, mentoring
Specialities: the client interface: need recognition, sales, marketing, presentation, relationship management, client segmentation, client resourcing and sales team management
Holistic platform strategy for Family Offices
Investment in Private Companies with innovative, disruptive technology
Multi-national sales experience covering Institutional Investor and Wealth Management firms in Europe, USA, Emerging Europe, Latin America, Asia and Australia
Management of multi-national sales teams covering Institutional Investor clients
Management of Wealth Management businesses.
Experience of chairing entities that include equity, fixed income, investment banking, private wealth and asset management businesses.
Experience
Managing Director, Enterprise Relationship Management, EMEA
Franklin Templeton · London, United Kingdom
Jan 2025 – Present
Strategic AdvisorCurrent
SRL Global · London Area, United Kingdom
Oct 2024 – Present
Leading Global Family Office platform
Education
Skills
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