David De Pastena

With over 25 years of experience across institutional and retail wealth management, David De Pastena has worked extensively in portfolio construction, alternative investments, and retirement income strategies for high-networth clients.

As Head of Dynamic’s Portfolio Insights Team, David has collaborated on more than 500 advisory books, supporting wealth managers and portfolio teams in integrating advanced alternative strategies – including
private credit, real assets, hedge fund replication, and structured products – into client portfolios. His background in derivatives trading and income-oriented portfolio design has made him a valued resource for
professionals aiming to improve portfolio efficiency, diversification, and downside risk management.

David’s work emphasizes practical implementation, connecting investment theory with real-world considerations such as tax efficiency, regulatory requirements, and investor behaviour. His perspectives are shared through the Retirement Income Centre and featured in publications like Wealth Professional. He also contributes regularly to industry podcasts and has appeared on Virgin Radio, discussing the evolving role of alternatives in today’s wealth landscape. Holding the CFA, CMT, CAIA, CIM, and FCSI designations, David brings a multidisciplinary approach to portfolio strategy, supporting the wealth industry in navigating
complex markets with clarity and purpose.