High Potential Investments
High Potential Investments is a wealth consultancy with a heart and a soul. We partner with Wealth Managers, Financial Advisors and Investment Intermediaries seeking to expand reach, increase revenue and enhance client experience.
High Potential Investments was founded by David Joshua. David began his career on the Fidelity Investments Graduate programme, where he was part of world class Institutional, Intermediary and Retail sales and marketing teams. Since then, David has pitched for and managed wealth on behalf of private high-net-worth clients in London; built a successful offshore intermediary investment proposition as a direct report of a multinational CEO in Jersey; and hired, trained and led a national sales team which served over 500 Financial Advisors and Wealth Managers in South Africa. David went on to run Global Distribution for Africa’s largest financial organisation, Standard Bank.
In addition, David A Joshua is a Penguin published investment author, Lecturer at Henley Business School, and founder of High Potential Training, which delivers influence and persuasion training to corporate talent programmes, business schools and charities.
David holds a Diploma in Wealth Management from the Chartered Institute for Securities & Investment (CISI), Chartered Banker status from the Chartered Banker Institute (CBI), and is recognised as a Trustee and Estate Practitioner with the Society of Trust and Estate Practitioners (STEP) professional body - a combination of highest level qualifications unique in the financial services industry.