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Daniel Green, Cfa is listed as Wealth Manager at The Fry Group at The Fry Group, a with 129 employees, based in Hong Kong Sar, Hong Kong. AeroLeads shows a work email signal at thefrygrouphk.com and a matched LinkedIn profile for Daniel Green, Cfa.
Daniel Green, Cfa previously worked as Wealth Manager at The Fry Group and Portfolio Manager at Coutts & Co. Daniel Green, Cfa holds Insurance Intermediaries Qualifying Exams from Hong Kong Confederation Of Insurance Brokers.
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Daniel has spent the past 11 years working in Financial Services in both the UK and Hong Kong. He is now using his experience and technical qualifications to assist clients at The Fry Group as a Financial Planning Specialist.The Fry Group offers expert Financial Planning advice tailored to individuals and businesses across the UK, Europe and Asia. The Fry Group has been operating since 1898 and currently manages over £800m in investment assets for its clients.The Hong Kong office provides tax-led Financial Planning solutions, specialising in advice for British expatriates. The Fry Group can provide solutions for Investment Management, Pension Planning (including QROPS and QNUPS), Estate Planning, Domicile and UK Tax Planning.Daniel previously worked for Coutts & Co Private Bank, where he specialised in managing client’s Investment Portfolios. In June 2010 he completed the internationally recognised Chartered Financial Analyst (CFA) qualification and is a member of the CFA society of the UK. Daniel has also completed the Investment Management Certificate in the UK and the relevant Securities Institute and Insurance Intermediaries qualifications in Hong Kong.Specialties: Financial Planning for British expatriates in Hong Kong. Focussing on investment portfolio management, retirement planning, succession planning and UK tax advice.
Listed skills include Wealth Management, Investment Analysis, Financial Modeling, Investments, and 15 others.
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Admiralty, Hong Kong
Since 1898, we have been helping people make the most of their money, wherever they are in the world, and at whatever stage of life.The Hong Kong office provides tax-led Financial Planning solutions, specialising in advice for British expatriates. The Fry Group can provide solutions for Investment Management, Pension Planning (including QROPS and QNUPS), Estate Planning, Domicile and UK Tax Planning.
London, United Kingdom
Coutts & Co Private Bank is one of the UK's most respected Private Banking institutions.During his time at Coutts & Co, Daniel worked in the Investment Mangement division, leading a team of 5 and managing investment portfolios for wealthy individuals.He also completed the Chartered Financial Analyst (CFA) qualification.
Redhill, United Kingdom
As a Business Analyst, Daniel was responsible for analysing management information data and creating reports to highlight business opportunities and maximise efficiency.
Other employees you can reach at thefrygroup.co.uk. View company contacts for 129 employees →
Alex Ball
Colleague at The Fry GroupLancing, England, United Kingdom
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Londeka Shabalala
Colleague at The Fry GroupDurban, Kwazulu-Natal, South Africa
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Gill Pugh
Colleague at The Fry GroupGreater Brighton And Hove Area, United Kingdom
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Christina Shane
Colleague at The Fry GroupGreater Brighton And Hove Area, United Kingdom
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Christopher Davies Msc, Apfs
Colleague at The Fry GroupDubai, United Arab Emirates
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Carole Rowe
Colleague at The Fry GroupWorthing, England, United Kingdom
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Sue Gregory
Colleague at The Fry GroupGreater Exeter Area, United Kingdom
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David Goodman
Colleague at The Fry GroupGreater Brighton And Hove Area, United Kingdom
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Janet Ng
Colleague at The Fry GroupSingapore
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Nikki Aleppo
Colleague at The Fry GroupWorthing, England, United Kingdom
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Paper I: Principles and Practice of Insurance Paper III: Long Term Insurance Paper V: Investment Linked Long Term Insurance
Paper I: Fundamentals of Securities and Futures Regulation
Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected.
Currently held by more than 25,000 investment professionals, the IMC is recognised by the fund management industry as the entry-level.
Studied at Lehigh University, Pennsylvania, USA for my 3rd year.
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Daniel Green, Cfa works for The Fry Group.
Daniel Green, Cfa is listed as Wealth Manager at The Fry Group at The Fry Group.
AeroLeads has found 1 work email signal at @thefrygrouphk.com for Daniel Green, Cfa at The Fry Group.
Daniel Green, Cfa is based in Hong Kong Sar, Hong Kong while working with The Fry Group.
Daniel Green, Cfa has worked for The Fry Group, Coutts & Co, and Lombard.
Daniel Green, Cfa's colleagues at The Fry Group include Alex Ball, Londeka Shabalala, Gill Pugh, Christina Shane, and Christopher Davies Msc, Apfs.
You can use AeroLeads to view verified contact signals for Daniel Green, Cfa at The Fry Group, including work email, phone, and LinkedIn data when available.
Daniel Green, Cfa holds Insurance Intermediaries Qualifying Exams from Hong Kong Confederation Of Insurance Brokers.
Daniel Green, Cfa is listed with skills including Wealth Management, Investment Analysis, Financial Modeling, Investments, Financial Planning, Pensions, Portfolio Management, and Private Banking.
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