David brings a wealth of experience to the team, with almost a decade in the financial services industry in South Africa and Dubai. With an Honors degree in Economics and Finance, as well as being a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), he possesses a strong base which have been the building blocks of his career.
David started in Equity Analysis, and then moved into Private Banking early in his career, before settling into the Financial Advisory and Planning sector. He has since spent his career working with high net worth individuals and structuring their investment strategies. Working across multiple platforms, in multiple currencies and with clients from around the globe, he has achieved phenomenal success.
David believes in putting the fundamentals first. Offering expert advice, he has a long-standing history of building strong relationships with his clientele due to his unwavering commitment to researching and developing a solution to suit each and every individual he works with. He views each opportunity as a chance to collaborate with his clients, and to tailor-make a sophisticated solution that yields the best possible result.
When not at work, you’ll find David paddle-boarding with his wife, or out on a cycle training for his next Ironman Triathlon. A keen traveler, he enjoys exploring new cities and understanding new cultures.