Daniel is responsible for the management of a group of ultra-high net worth clients, where the managed structures range from vanilla trust and corporate entities, to unit trusts, partnerships and protected cell companies.
Daniel is skilled in advising on structuring solutions in relation to family business and non-business assets to ensure that continuity is retained and assets are kept within the family for generations.
Daniel joined Saffery Champness in 2015 and has worked in the industry for over twenty years. He started his career with a ‘big four’ firm, where he qualified as an accountant before moving on to work for an international bank, where he managed their Swiss fiduciary business.
- Family dispute resolution and the structuring of family assets for future generations.
- Assisting clients through the process of selecting investment managers and distilling advice into easily understandable terms.
- Guiding clients through the constantly changing regulatory landscape including FATCA and CRS.
- Private equity investment appraisals.
Daniel’s interests include cycling, skiing, scuba diving, golf and hiking.