Experience
Dan has over 10 years experience working globally with leading companies and UHNW individuals/families in the deployment of multi-million pound funds across the spectrum of capital including; various asset classes, ESG investing, social & impact investing, loans, philanthropy and grants - with the aim to create long-lasting, impactful and sustainable portfolios and programmes.Dan has been responsible for managing assets in excess of £300m.
Additionally, Dan is experienced in providing advice on a range of topics including ESG strategy and implementation, donor advised funds, succession planning and Anti Money Laundering (AML) compliance. He has also spent a number of years developing business within the professional services market. Dan is a member of our ESG Leadership Group.