David Charnley
Private Wealth Manager
Meet Dave.
That should be enough once you've met him. He embodies a tradition of when the world had vastly less technology, when a handshake carried your word and your eyes were a symbol of trust. Known by his colleagues and friends alike by his modesty and aversion to self-promotion, his achievements speak volumes.
Over the last eight years strategically based in the UAE, he has built enduring relationships with his clients, grounded in professionalism, enthusiasm, and unwavering integrity.
In 2021, Dave achieved unparalleled success, securing the top spot in the MENA region for sales and ranking in the top five most successful IFAs globally for a leading financial advisory firm. Despite these accolades, Dave remains the ultimate gentleman, embodying a high moral code that transcends the conventional notions of honour.
A connoisseur of leisure; he’s the ultimate extrovert, has a passion for swinging sticks on the green, cannot stay away from his horse (after moving to the island, he says saddle-surfing is the closest he’ll come to the surfboard) and spends many peaceful hours exploring the depths with fins and a fearless spirit. You may wonder what this has to do with his passion for finance and you wouldn’t be wrong in doing so –
He asks, "What is life if it's not worth living?" It is the very REASON he works. He pursues balance in everything he does, be it work, life or your financial portfolio. With over three decades of experience and expertise in business, Dave's approach to wealth management goes far beyond the ordinary, he doesn’t see things in straight lines or inside the box; he creates portfolio craft.
Specialising in alternative investments accessible exclusively by invitation, he navigates the road less travelled, offering features like fixed returns over a set term in a distinct and unique growth-yielding approach. Believing wholeheartedly in the products and services he guides his clients to invest in, Dave is fully invested himself — standing apart from the mainstream, shielded from the tumultuous fluctuations of stock markets, political unrest, and global conflicts.
With Dave at the helm, your financial journey takes a unique and outstanding route, where exclusivity seamlessly meets prosperity, creating a bespoke financial experience that mirrors the essence of luxury.
A PROMISE TO MY CLIENTS
I promise to be intentional in every aspect of my service, crafting tailored strategies that prioritise my clients' unique goals and aspirations. With a relentless focus on customer experience, I pledge to deliver personalised solutions that inspire confidence and peace of mind. I always approach my clients with respect, listening more than I speak and treating their concerns as though they were my own blood. In every interaction, I commit to upholding the age-old principle of the stewarding of wealth, guided by principles of integrity, diligence, and prudence. I vow to prioritise my client's financial well-being above all else, striving to preserve and grow their wealth with the utmost care and expertise. I pledge to act in their best interests, maintaining confidentiality, and upholding the highest ethical standards in all my dealings. With humility and respect, I commit to continuous learning and professional development to better serve those who entrust me with their financial future. This oath I take, with unwavering dedication, as a guardian of prosperity and trust.
A WORD OF RECOMMENDATION
Dave's approach to financial advice is a refreshing rarity, especially within the UAE and greater GGC region, where so called “advisors”, seek only to line their own pockets with sales, often at the expense of their “clients”.
Dave truly gives honest, impartial advice, in a way which clients can comprehend and feel comfortable with. He is diligent in his explanations of solutions; unlike others he will not leave clients in the dark. He follows up on a regular basis, both in planned meetings and as a friend.
My wife and I could not be happier with the support Dave and Jodi have provided us with in a range of services from Pension advice, Retirement planning and life insurance.
I would not hesitate to recommend Dave to any friends, family or associates who are looking for a trustworthy and reliable financial advisor.
- Andy Watson | Director of Sales at Open Hub
Carrick Catalyst is an award-winning luxury boutique wealth management firm with three global licences exclusively serving Africa. As an independent firm, our commitment to impartial advice and regulatory compliance ensures your wealth, privacy and interests are protected. Our tailor-made financial solutions prioritise your unique needs and our expertise in wealth management drives the growth of your wealth with a dedication to excellence that sets us apart. With more than 400 years of experience between our advisers combined, we understand that as your wealth grows, so do the intricacies of managing it. Tracking every moving piece no longer takes all of your time. We work with you to quarterback everything from a single point of contact.
We work with successful individuals who aspire to a long-lasting financial legacy and as a leader in wealth management, we understand that knowledge is wealth, and we speak the language of leadership. We build a robust partnership with our clients offering the expertise and guidance needed to achieve all your financial goals. Our client-centric model prioritises you above all else. We are here for you with a dedicated team you can access at all times so that you can spend more time on the things that matter.
METICULOUS ONBOARDING
Our team of onboarding experts work around the clock ensuring the review of your KYC & AML application to the highest standards to give you the advantage of our service as soon as possible.
PERMISSION-BASED INFRASTRUCTURE
We understand that each customer is unique. Therefore, we have created an online platform which allows flexibility with accessibility levels.
PROTECTION & SECURITY
The protection of funds is of paramount importance to us ensuring that our processes are integrated with two-factor authentication and multi-level authorisation capabilities.
BEYOND BORDERS
There is no price tag on freedom
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