Daniel has over 18 years’ experience working with global Ultra High Net Worth families and single-family offices. He has specific expertise supporting families and family offices navigate diverse market and client landscapes and in implementing and managing effective family succession planning solutions.
As Group Head of Private Client Services, Daniel is key to cementing exceptional and long-standing relationships with our families and family office clients and is responsible for ensuring we continue to operate tailored strategies to preserve and enhance clients' global asset portfolios and succession plans.
Daniel's experience includes several senior roles within global private banks, single family offices and fiduciary services businesses both in Jersey and Switzerland. Daniel holds particular expertise in supporting clients from the Middle East and continues to travel to the region frequently.
Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising. He is recognised in the 2024 and 2025 Private Client Global Elite Directory.
In his spare time Daniel is an avid skier and a keen cyclist. When not challenging himself physically Daniel enjoys reading and keeping up to date with current affairs.