I work on managing discretionary portfolios for a variety of private clients, including trusts and charities. Creating and managing portfolios that meet clients expectation together with tailoring portfolios to the specific requirements of the client is a key focus day to day.
Daniel has been involved in wealth management since 2012 having previously worked for Charles Stanley as an investment manager. Before that Daniel worked as a professional sailor competing at major regattas around the globe.
Daniel obtained the level 7, Masters in Wealth Management through the Chartered Institute of Securities and Investments and became a Chartered Fellow of the institute in 2017. Daniel is also a graduate of the University of Exeter.
Outside of work Daniel spends a large proportion of his spare time sailing, competing in regattas across the UK and sometimes Europe. He also enjoys cycling, squash and watching rugby.