David is a DNA Performance Advisor with over 45 years of unique and diverse international experience in financial and investment services, family and business advisory, and human behavior.
The unique gift David brings to his clients is the ability to listen empathetically to their needs, make them comfortable to openly share information and facilitate them to pragmatic outcomes that liberate them to improve personal and business performance.
David is passionate about guiding individuals, families and businesses to develop their human capital and improve their succession planning based on recognizing the different people involved, their values and different capabilities. He encourages people to live with meaning, have fun at what they do, and focus on what truly matters most to them.
David's DNA Natural Behavior Style is - Adapter
David's DNA Natural Behavior Style is an Adapter, a style with the ability to adapt to the needs of the environment. Adapters have a natural ability to evaluate the situation and adjust their style to work well with others.
David's business background has been in the international capital markets arena with a particular focus on establishing offices and managing the ongoing businesses for three leading financial services firms. He first went to Sydney in 1969 to establish the first office of a foreign broking firm in Australia before moving on to similar projects in Hong Kong and New York. He returned to Sydney in 2001 as Proprietor and Managing Director of International Capital Partners Pty Ltd which provided international investment banking, asset management and fund marketing services.
David's financial services career started in London and spanned 20 years as a partner of Cazenove & Co. in Sydney, Hong Kong and New York, followed by a number of years with Merrill Lynch where he was initially Director of International Strategy before moving to London as Managing Director with responsibility for the equities business. For 5 years, David managed his own NASD registered broker/dealer before merging the business into a New York based boutique investment bank where he had senior management responsibilities as well as managing a number of high net worth individual accounts. David has served as a director of a number of public and private companies including The India Fund, The Bangkok Fund, Newmarket Venture Capital Corporation Ltd., and Swaine Adeney & Brigg Ltd.