Our People
The team behind Caravel
Practitioners with decades of experience in international wealth management, united by a conviction that African families and expatriate professionals deserve world-class independent advice.
Educated at Queens’ College, Cambridge University, Britannia Royal Naval College, Dartmouth and the Chartered Insurance Institute, London. Commenced offshore career in Dubai in 1996 with PIC Middle East, opening its Azerbaijan office in 1997 before going solo, becoming the first-ever offshore consultant in Kazakhstan.
Moved to Russia in 1999, founding DVA Inc. in Moscow which for a time was the biggest offshore brokerage in Eastern Europe before selling it in 2009. Founded Caravel Partners Ltd. in 2010. Ben has worked in Africa, China, and in three Gulf countries, has three decades’ offshore wealth management experience and is resident in Zambia.
Educated at Mulungushi University in Economics and qualified at ZCPIT, Bubala started her offshore career in 2019 after working at management level for an international insurance company. She is a licenced and regulated Investment Advisor and a member of the Zambian Capital Markets Association.
Bubala is highly skilled in client acquisition and relationship management and is a member of the Board of Caravel Partners Zambia.
ACCA UK and Zambia Institute of Chartered Accountants (ZICA) qualified, Daniel has a very strong financial control background, having variously acted as an Audit Manager, Senior Consultant, Accountant and CFO in Central Bank and other capital markets-regulated businesses across Africa.
He is skilled in AML and Forensic Accounting.
Memory is a Chartered Certified Accountant (FCCA, AZICA) with a Master’s in Finance and fifteen years of experience helping individuals make smarter financial decisions.
From being recognized and awarded in New York by the United Nations and by the Bank of Zambia for advancing financial literacy, to serving as a Mentor and Board Member, she has built a career around clarity, empowerment, and impact.
Our values
What guides us
We are not tied to any single product provider, platform, or jurisdiction. Every recommendation is driven solely by what is right for you.
Our fee structure is clear and disclosed upfront. We do not earn hidden commissions or trail fees that compromise our advice.
We understand the importance of privacy. Client information is held in strict confidence and shared only with your explicit consent.
We build relationships that span decades, not transactions. Our success is measured by the enduring prosperity of the families we serve.
Work with us
We would welcome the opportunity to understand your circumstances and show you what is possible.