David has worked in the financial services industry for over 20 years in Private Banking, Insurance and the IFA sector. He has built up a wealth of knowledge in dealing with the particular needs of High Net Worth and Ultra High Net Worth clients in both the UK and it’s jurisdictions.
David’s experience covers UK and EU Private Client investment and wealth management issues, tax efficient superyacht ownership structures and asset backed financing. In this regard he has also been fully authorised in the conduct of Fiduciary business by the Guernsey Financial Services Commission (GFSC). He has spent the majority of his professional career in the City of London, in the financial services industry in both Consultancy and Senior Management roles.
When not busy growing and running the business he is a keen tri-athlete and sailor, occasional golfer and father to two young children – enough said!