Neil McDaniel

Portfolio Manager/ Senior Relationship Manager

Neil is an experienced investment professional advising high-net-worth and ultra-high-net-worth clients across Europe, Asia, and the Middle East. He specialises in portfolio advisory, structured solutions, and private market investments, drawing on senior roles at Lombard Odier and Credit Suisse. He is a Certified Wealth Management Advisor (CWMA) and holds a BA in International Relations & Business Administration from Trinity University.

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