David Storm

Chief Investment Officer, BI & Asia, RBC Europe Limited RBC Wealth Management

David sets investment policy and strategy for clients and leads research into private markets. Most of the firm’s private markets investment is via evergreen fund structures. David is currently leading a major initiative to integrate private markets into the core of the UK Wealth Management offering – with the simple goal of helping to improve long term investment outcomes for the broadest set of clients, from first-time investors to those in retirement. His team has launched the first evergreen private markets solutions and is now rolling it out across the range of discretionary portfolios. It’s an exciting step forward for the firm's investment proposition in the UK market.

Day 1 | 25th November

9:50 AM Keynote Panel: Evergreen structures and liquidity access: What role do evergreen structures play in achieving diversification, liquidity and operational efficiency in private wealth portfolios?

Evergreen and semi-liquid structures are gaining traction as a way to blend access, adaptability, and operational efficiency for private wealth investors. These vehicles are evolving to accommodate personalised liquidity needs, with innovations such as customised drawdown strategies and dynamic rebalancing mechanisms to enhance investor experience. This session will explore how evergreen funds are being embedded into multi-manager programmes to achieve diversification across vintages, strategies and liquidity tiers, while also addressing the operational challenges that can impede scale.

Check out the incredible speaker line-up to see who will be joining David.

Download The Latest Agenda