David Squires

Energizer
DISC Type : I

Head of Marketing Operations at Liontrust Asset Management PLC

London, England, United Kingdom

Overview

David Squires is a versatile marketing and client services leader with over 25 years of experience across the asset and wealth management industry. His expertise spans marketing operations, RFP management, and sales support for firms like Liontrust and Rathbones. He originally studied Medicine at Kings College London.

He personally established and managed the first in-house video production team during his time at Rathbones Group Plc, handling everything from recording to editing.

Personality Overview

Big Picture Person

Believer

Enthusiastic

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are friendly, approachable and love to make new connections.

Topics They Care About

Marketing Operations
Currently Head of Marketing Operations at Liontrust and previously held a similar senior role at Rathbones, managing RFP and creative services teams.
Client-Side Reporting
Has extensive experience managing the creation of pitch books, fact sheets, sales aids, and regulatory reporting materials for clients.
In-house Content Creation
Demonstrated initiative by creating and running his prior firm's first in-house video production team, handling both recording and editing.

Media Appearances

David has no verified media appearances

Work History

11-2025
Head of Marketing Operations at Liontrust Asset Management PLC
10-2021 - 6-2025
Head of Marketing Services at Rathbones Group Plc
4-2011 - 8-2021
Head Of Investor Relations at Dalton Strategic Partnership
8-2009 - 4-2011
RFP Writer at Fidelity International
9-2007 - 4-2009
RFP Writer at New Star Asset Management

Education

Medicine from King's College London

More Information

Social Presence :

Prographics :

Exp : 24 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Head of Marketing Operations at Liontrust Asset Management PLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from David

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can David take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And David

Personality Compatibility


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