Daniel Ellis

Daniel Ellis Email and Phone Number

Head of Investment Management @ Hawksmoor Investment Management
exeter, devon, united kingdom
Daniel Ellis's Location
London, England, United Kingdom, United Kingdom
About Daniel Ellis

• 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.

Daniel Ellis's Current Company Details
Hawksmoor Investment Management

Hawksmoor Investment Management

View
Head of Investment Management
exeter, devon, united kingdom
Employees:
50
Daniel Ellis Work Experience Details
  • Hawksmoor Investment Management
    Head Of Investment Management
    Hawksmoor Investment Management Sep 2024 - Present
    London Area, United Kingdom
  • Charles Stanley & Co. Limited
    Director Of Investment Management Services
    Charles Stanley & Co. Limited Jan 2022 - Aug 2024
    London, 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.
  • Danell Solutions Limited
    Director
    Danell Solutions Limited Jan 2021 - Dec 2021
    London, England, United Kingdom
    Consulting COO / CFO for private commodity trading business
  • Tilney Smith & Williamson
    Front Office Operating Model Design Lead (Senior Consultant Through Liqueo Limited)
    Tilney Smith & Williamson Apr 2021 - Sep 2021
    London, England, United Kingdom
    Target operating model design lead for the definition and implementation programme of the commercial front office of TS&W wealth manager
  • Rbc Wealth Management
    Managing Director, Head Of Investments, Wealth Management International
    Rbc Wealth Management Oct 2013 - Mar 2020
    London, 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.
  • Hsbc Private Bank
    Managing Director, Head Private Bank Investment Group, Uk & Ci
    Hsbc Private Bank Jun 2010 - Jul 2013
    London, 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.
  • Hsbc Private Bank Switzerland
    Head Structured Products & Derivatives, Emea
    Hsbc Private Bank Switzerland 2005 - 2010
    Geneva, 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.
  • Hsbc Private Bank Switzerland
    Senior Sales Trader, Structured Products
    Hsbc Private Bank Switzerland Nov 2001 - Nov 2005
    Geneva, Switzerland
  • Hsbc
    Senior Manager, Treasury Financial Control – Hsbc Private Bank, Geneva
    Hsbc Mar 2001 - Dec 2001
    Geneva, Switzerland
  • Fleming (Jersey) Limited
    Finance Director - Fleming (Jersey) Limited, Jersey, Channel Islands
    Fleming (Jersey) Limited Nov 1998 - Jan 2001
    Jersey
  • Lloyds Banking Group
    Lloyds Tsb Treasury Division (Various)
    Lloyds Banking Group Mar 1994 - Mar 1998
    London, England, United Kingdom
    Financial 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

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.

Not the Daniel Ellis you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.