“What I am most proud of are the sort of quiet, ongoing conversations that we have with clients on a daily basis, helping them understand what their money can do for them.”
- Locations
- London, City
Daniel is an Investment Manager specialising in managing portfolios for private clients, charities and pension funds.
His role often involves supporting individuals and families whose finances have become too complex for them to manage alone and he enjoys helping them to achieve key financial goals such as paying for their children’s education or passing money through the generations.
His financial services career began when he joined RBC Brewin Dolphin in 2000, shortly after his 19th birthday and he gained experience in operational roles before moving into investment management in 2005. Daniel holds the Chartered Institute for Securities & Investment (CISI) Level 6 diploma in investment and portfolio management and is a Chartered Fellow of CISI.