Daniel has more than 20 years’ experience helping clients navigate complex markets and build resilient portfolios to support their long term financial objectives. He specialises in fixed income and takes a proactive approach to asset allocation, which he views as central to shaping investment outcomes and managing return expectations.
In 2016, Daniel became a founding shareholder and partner of LGT Wealth Management, having previously spent more than 12 years with UBS Wealth Management. Prior to UBS, he was an adviser at Dais Investment Management.
Daniel works with a range of clients, including family offices, ultra-high-net-worth individuals and for purpose organisations such as foundations. Together with his team and business partner, Elliott Greenberg, he draws on LGT Wealth Management’s Investment, Product and Services team, which provides access to global research, asset allocation modelling and specialist partnerships to support the construction of sophisticated, tailored solutions for clients.
Daniel holds a Bachelor of Arts (Hons 1) and a Master of Commerce from the University of Sydney, as well as a Master of Applied Finance from Kaplan. He is RG146 compliant and is ADA Level 1 and 2 accredited.
Outside his work as an investment adviser, Daniel is a father and supports various charitable organisations, including Giant Steps.
