Daniel Ellis Email and Phone Number
• Seasoned investments leader with 30+ years’ experience within leading global wealth management institutions responsible for delivery of discretionary and advice based solutions.• Strong insights and capabilities related to product development, market and industry trends and a leader in the adoption of emerging technology within the investments space.• Highly principled and capable leader, holding team accountable for performance and applying leadership skills in coaching of individuals.• Detailed understanding of the evolving and complex regulatory environment in UK and CI. Exceptional proficiency in oversight of risk management and governance related to the development and distribution of investment solutions and front to back operational processes.
Hawksmoor Investment Management
View- Website:
- hawksmoorim.co.uk
- Employees:
- 50
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Head Of Investment ManagementHawksmoor Investment Management Sep 2024 - PresentLondon Area, United Kingdom -
Director Of Investment Management ServicesCharles Stanley & Co. Limited Jan 2022 - Aug 2024London, England, United Kingdom• Leadership and supervisory responsibility for all London based investment management teams (approximately 100 FTE) to effectively manage client AUMs of £9billion with gross revenues of £75million p.a.• Member of IMS Management, Investment, Responsible Investment, Governance & Risk, Business Development & Marketing Committees. Chair of Investment Performance Oversight Committee. -
DirectorDanell Solutions Limited Jan 2021 - Dec 2021London, England, United KingdomConsulting COO / CFO for private commodity trading business
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Front Office Operating Model Design Lead (Senior Consultant Through Liqueo Limited)Tilney Smith & Williamson Apr 2021 - Sep 2021London, England, United KingdomTarget operating model design lead for the definition and implementation programme of the commercial front office of TS&W wealth manager
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Managing Director, Head Of Investments, Wealth Management InternationalRbc Wealth Management Oct 2013 - Mar 2020London, United Kingdom• Chief Executive Officer (SMF1 controlled function) of Royal Bank of Canada Investment Management (UK) Limited.• Chairman of the Board of RBC Investment Solutions (Channel Islands) Limited.• Member of RBC WMI Operating Committee (senior leadership team) with seats on Risk and Control, New Business, PEP and High Risk Clients committees.• Chair of WMI Investment Products Committee.• Overall leadership of investment products and services division across UK and Channel Islands entities. Responsibility for 45 people across teams covering Investment Counselling, Investment Strategy, Discretionary Investment Management, Managed Investment Products, Structured Products and Derivatives, Dealing and Product Development to effectively manage client AUMs of £4.6billion across UK and Jersey booking centres with gross revenues of £22million p.a. -
Managing Director, Head Private Bank Investment Group, Uk & CiHsbc Private Bank Jun 2010 - Jul 2013London, United Kingdom• CF 29 (Significant Management Function) code staff for investment products and services division across UK and Channel Islands entities. Responsibility for 65 people across teams covering Investment Counselling, GPC (Global Priority Client) Specialists, Strategic Wealth Planning, Investment Strategy, Discretionary Services, Managed Investment Products, Structured Products and Derivatives, Dealing, Product Development and Business Management to effectively manage client AUMs of £12billion across UK and International booking centre with gross revenues of £30mn p.a.• Member of senior leadership team with seats on UK Market and Booking Centre Executive Committees, Asset and Liability Committee, Risk Management and Operational Control Committees.• Chair of local Private Bank Investment Committee to determine tactical asset allocation policy and themes for advisory portfolios.• Chair of New Product Approval Committee for approval of all investment, banking and credit products for private wealth clients. -
Head Structured Products & Derivatives, EmeaHsbc Private Bank Switzerland 2005 - 2010Geneva, Switzerland• Leading and managing the team responsible for structured products and derivative sales with AUM of USD 10bn generating 2009 revenues of USD 50mn across Swiss and Luxembourg Bank business areas as well as co-ordination of sales and marketing efforts in other European centres.• Defining and co-ordinating sales and marketing strategy of portfolio solutions, OTC and flow derivative product offering across Equity, Fixed Income, FX, Commodity, Credit and Fund-linked asset classes. -
Senior Sales Trader, Structured ProductsHsbc Private Bank Switzerland Nov 2001 - Nov 2005Geneva, Switzerland -
Senior Manager, Treasury Financial Control – Hsbc Private Bank, GenevaHsbc Mar 2001 - Dec 2001Geneva, Switzerland -
Finance Director - Fleming (Jersey) Limited, Jersey, Channel IslandsFleming (Jersey) Limited Nov 1998 - Jan 2001Jersey
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Lloyds Tsb Treasury Division (Various)Lloyds Banking Group Mar 1994 - Mar 1998London, England, United KingdomFinancial Controller – 1 year secondment to Lloyds TSB Treasury Services, Jersey CI Graduate Training Programme, Lloyds TSB Bank plc:- Dealer Support Team, Treasury Products Group, Treasury Division, London- Financial Reporting Team, Treasury Products Group, Treasury Division, London
Daniel Ellis Education Details
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Economics
Frequently Asked Questions about Daniel Ellis
What company does Daniel Ellis work for?
Daniel Ellis works for Hawksmoor Investment Management
What is Daniel Ellis's role at the current company?
Daniel Ellis's current role is Head of Investment Management.
What schools did Daniel Ellis attend?
Daniel Ellis attended Dulwich College, University Of Exeter.
Who are Daniel Ellis's colleagues?
Daniel Ellis's colleagues are Alex Boyle, Jim Wood-Smith, Jan Reed, Andy Ellis-Grace, Karen Edwards, Harriet Zanelli, Chloe Alessandrelli Mcsi.
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