The Tribune

A leading intelligence provider for the private banking industry is a featured speaker at the upcoming International Business & Finance Summit (IBFS).

David Friedman, co-Founder of Wealth-X, will look at the overall size of the global ultra high net worth individual market based on his company’s own proprietary data. This includes specific market sizes by region and country.  

He will then highlight several key trends that are driving changes in the market, and the implications for how firms approach those individuals and new markets. 

Mr Friedman will address the ‘New Markets’ session on:  ‘Discrete Growth and Best Practices for Business Development and Access to the Ultra Wealthy’. The panel will be moderated by Michele Thompson, country managing partner for Ernst & Young.

The Bahamas Financial Services Board (BFSB) is hosting the annual Summit at the Bimini Bay Resort on February 1-3, under the theme: ‘The Bahamas Advantage: Staying Ahead of the Game’.

Mr. Friedman is a noted author and speaker on ultra high net worth business development practices, and his opinions on a broad range of topics have been featured in the Wall Street Journal, New York Times, The Guardian, Investment News and The Telegraph.

Prior to co-founding Wealth-X, Mr Friedman spent several years as managing director at CB Richard Ellis, advising global Fortune 500 companies on their location strategies as well as sovereign wealth funds in the Middle East, Asia and Latin America on real estate development projects.

His clientel portfolio included the Saudi Royal Family, Kuwait Finance House, the Government of Puerto Rico and the Malaysian Sovereign Wealth Fund.

Before joining CB Richard Ellis, Mr Friedmn was an entrepreneur in Silicon Valley where he founded several start-ups across a variety of industries.

Mr Friedman started his career at Oxford Analytica, the leading provider of geopolitical intelligence based in Oxford, England, which was founded by his mentor, Dr David Young, former special assistant to Henry Kissinger during the Nixon administration.