Dan has over 16 years' experience working with private clients and provides administration services to a range of complex structures.

Prior to joining Crestbridge, Dan spent 12 years working at two global banks offering wealth management services in various administrative roles to international UHNWIs and families.

Dan currently administers a portfolio holding a variety of real estate holdings, investment portfolios and other asset classes located in a number of jurisdictions, including Switzerland, Cayman and the US.

Dan holds the ICSA Diploma and has also completed the CISI Islamic Finance Qualification.

Awards

  • Named on the ePrivateclient Channel Islands "Top 35 under 35" list 2022, 2021 and 2019
  • Shortlisted in the Citywealth Future Leaders Awards 2020 in the "Trustee of the Year - Assistant Manager" category