Daniel Broad

Daniel Broad Email and Phone Number

Senior due diligence specialist @ M&G plc
Hitchin, GB
Daniel Broad's Location
Hitchin, England, United Kingdom, United Kingdom
About Daniel Broad

I am an experienced Client Service/Account Manager with a proven track record of looking after the operational requirements of institutional and retail based clients globally. I have significant experience within Asset Management, specifically with institutional and retail clients investing in equity, fixed income and liquidity strategies across both fund and separate accounts, including account onboarding, IMA negotiation, KYC and reporting set up.

Daniel Broad's Current Company Details
M&G plc

M&G Plc

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Senior due diligence specialist
Hitchin, GB
Daniel Broad Work Experience Details
  • M&G Plc
    Senior Due Diligence Specialist
    M&G Plc
    Hitchin, Gb
  • Baring Asset Management Limited
    Aml Analyst
    Baring Asset Management Limited Feb 2019 - Jul 2024
    London, England, United Kingdom
  • Mfs Investment Management
    Client Services Manager
    Mfs Investment Management May 2015 - Jul 2018
    London, United Kingdom
    MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver sustainable investment solutions for the individual and institutional investors it serves.As a client Service Manager I look after all operational aspects of our Benelux and UK institutional clients investments within the MFS range of equity and fixed income strategies, including account set up and transition, regular reporting and any required account amendments to ensure the highest level of client service is constantly delivered.
  • J.P. Morgan
    Client Account Manager
    J.P. Morgan Jul 2003 - May 2015
    During my 12 years with with JPMAM I worked with both retail and institutional clients invested in equity, fixed income and liquidity strategies in both retail based OEIC and SICAV funds, Investment Trusts and separate accounts. In my last role as a Client Account Manager within Institutional Client Services I looked after all aspects of the operational requirements of pension, sub-advised and corporate clients including IMA negotiations, account set up, cash flows and account amendments.
  • Go Fly Ltd
    Senior Cabin Crew Member
    Go Fly Ltd May 1999 - Jun 2003
    Stansted

Frequently Asked Questions about Daniel Broad

What company does Daniel Broad work for?

Daniel Broad works for M&g Plc

What is Daniel Broad's role at the current company?

Daniel Broad's current role is Senior due diligence specialist.

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