Spear’s Review

Dendro Private Wealth, part of the Quilter Financial Planning network, prides itself on establishing strong foundations for long-term growth.

At its core, Dendro offers a select few clients – typically those who have inherited wealth, as well as business owners and entrepreneurs – a high-touch, high-quality financial planning service. ‘Nothing is ever rushed; you go at the clients’ pace,’ explains wealth manager David Shaw.

Shaw’s personal client book includes relationships held for almost three decades, and his advice spans intergenerational wealth planning, pension planning and offshore bonds. As an ex-fund manager at BlackRock and the Abu Dhabi Investment Authority, Shaw says he is well placed to offer advice to clients, ‘because I used to be on the other side of the table’, he says. 

‘I understand the thought process of fund managers and the rationale for owning the underlying companies within the fund,’ he tells Spear’s. ‘When I advise clients to invest, this provides reassurance.’

Adviser Profile

Further information about David and Dendro Private Wealth, partnered with Quilter Financial Planning.

David

• Eton, Durham University
• Fund manager, BlackRock, Legal & General, Abu Dhabi Investment Authority sovereign wealth fund
  
• Gloucestershire
  
• Rowing
  
• Three daughters
  
• Supports local charities, church

Dendro Private Wealth

• Boutique with backing
• Deliberately few clients
  
• Focus on client care
  
• Referrals come from longstanding existing clients

Quilter Financial Planning

• Ensures quality of advice
• Compliance
  
• Strong buying power
  
• Up to date legislative changes

Approver Quilter Financial Services Limited. May 2026