Manager, Trust & Corporate
Daniel has worked in the financial sector for over 14 years, gaining experience first in Banking and then in Trust & Corporate, initially in Corporate & Employer Solutions and then specialising in Private Wealth.
Daniel has worked on joint venture property-owning vehicles and Trusts since joining Oak in June 2020, As a Private Wealth Manager for high-net-worth individuals
Daniel has been a full STEP Member since 2013, when he completed the STEP Diploma in International Trust Management. He is also working towards completing the ACCA qualification in 2022.
Outside of work
When not renovating his first apartment or at the gym, Daniel spends time with friends and family, enjoys trying new wines and baking his well-received brownies.