As well as covering the importance of building a long-term relationship with clients, David discusses setting up for regulatory change in the Dubai region, the threats and opportunities that the GWM Group and the industry as a whole face in the coming months, and the importance of standing out from the competition.
Since forming Guardian Wealth Management in 1994 with joint CEO John Hasberry, David has witnessed the company grow in both size and reputation. Drawing on their collective experience from the UK and EU, the pair initially set up offices in Geneva before progressively expanding with the opening of regional hubs in the Far and Middle East, and more recently the US.