With over 12 years of experience in Financial Services and Management Consultancy, Daniel is a seasoned programme and change management professional. He has a proven record of successfully designing, managing, and integrating complex change programmes for global asset managers, banks, and insurers. In the past five years, Daniel has focused on strategic growth initiatives, working closely with C-suite executives and front office teams in investments and distribution to expand assets under management (AUM) and increase revenue, including modernising operational platforms and improving efficiencies.

 

Daniel has delivered tailored investment solutions for UK, EU, and APAC institutional and pooled clients, with expertise spanning equities, fixed income, multi-asset, index, and private markets products. His qualifications include two master’s degrees - an MBA in Strategy & Leadership and an MA in Project Management - along with certifications such as CFA Level 1, IMC, SAFe, PRINCE2, MSP, Agile, ITIL, and APMP.