Daniel has spent more than 15 years developing exceptional investment knowledge to deliver successful outcomes for his clients. With a speciality in managing fixed income portfolios, he also takes a proactive approach to asset allocation, which he considers the core to any client’s investment portfolio and return expectations. In 2016, Daniel became a founding shareholder and partner of LGT Wealth Management having worked previously at UBS Wealth Management for more than 12 years. Prior to joining UBS Wealth Management he served as an adviser at Dais Investment Management.
Daniel works with a range of clients, including family offices, ultra-high net worth individuals and foundations. Together with his team and business partner, Joanna Veitch, he draws on LGT Wealth Management’s Investment, Product and Services team, which provides access to global research, asset allocation modelling and best-in-class partnerships, enabling the construction of sophisticated and unique solutions for his clients.
As well as holding a Bachelor of Arts (Hons 1) from Sydney University, Daniel has a Master of Commerce from Sydney University, and a Master of Applied Finance from Kaplan. He is also RG146 compliant and is ADA Level 1 and 2 accredited. Outside of his work as an investment adviser Daniel is a father and also supports various charitable organisations.
