Daniel Williamson Email and Phone Number
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I am a Senior Manager within a UK Financial Services firm specialising in Private Client Investment Management. My career spans over 20 years, during which time I have gained extensive experience of operating in and managing Front, Middle and Back-Office functions.
Rowan Dartington
View- Website:
- rowan-dartington.co.uk
- Employees:
- 189
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Investment Director, Portfolio Management And Director Of Central InvestmentsRowan DartingtonBristol, Gb
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Investment Director, Portfolio Management / Director Of Central InvestmentsRowan Dartington May 2017 - PresentBristol, England, United KingdomThis period has seen a significant increase in AUM following the takeover of Rowan Dartington by St James's Place.This has required development of the team, proposition and systems and processes.
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Head Of Central InvestmentsRowan Dartington May 2013 - May 2017Bristol, United KingdomThe Bristol Discretionary Team evolved into Central Investments with the launch of a new solution for IFAs.This saw rapid growth of the team and the introduction of a dedicated Client Services function.My management responsibilities increased significantly during this period - in addition to managing the growth of the team I was also a Director of the Regulated Board as well as a member of the Asset Allocation and Investment committees. As a result of these responsibilities I largely stepped back from day-to-day client relationship and portfolio management responsibilities.
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Head Of Bristol DiscretionaryRowan Dartington Apr 2011 - May 2013I established a new team within the business delivering Discretionary solutions to Private Clients.This was very much a traditional approach at the time, with individual Investment Managers responsible for most aspects of the function (business development, client relationship, research, investment strategy and portfolio management).With the use of the Portfolio Management System I developed we were able to introduce a new approach for delivering the portfolio management function. This enabled us to maintain the flexibility of a traditional discretionary solution whilst operating more efficiently - delivering more timely and consistent decision making across the client base.
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Investment ManagerRowan Dartington Sep 2007 - Apr 2011This period was very much focused on developing my experience as an Investment Manager. My arrival at Rowan Dartington coincided with the start of the Global Financial Crisis and the years that followed were pivotal in developing my client relationship skills and appreciation for their importance in the role.It was during this period that I developed my own Portfolio Management software solution for my own use. This proved successful and over time I rolled this out across the business as a standard tool, for which I was responsible for design, development, testing and maintenance.
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Investment ManagerThrings 2000 - 2007This was my first role in Financial Services and was foundational in providing experience in Operations Processing, Line Management, Client Relationship Management and Investment Management.My roles evolved from Operations Assistant, through Operations Manager and into Investment Manager.During this time I started developing my own technology solutions to help with aspects of each of my roles.
Daniel Williamson Skills
Frequently Asked Questions about Daniel Williamson
What company does Daniel Williamson work for?
Daniel Williamson works for Rowan Dartington
What is Daniel Williamson's role at the current company?
Daniel Williamson's current role is Investment Director, Portfolio Management and Director of Central Investments.
What is Daniel Williamson's email address?
Daniel Williamson's email address is da****@****ail.com
What skills is Daniel Williamson known for?
Daniel Williamson has skills like Investments, Equities, Wealth Management, Portfolio Management, Asset Management, Investment Strategies, Investment Management, Asset Allocation, High Net Worth Individuals, Wealth Management Services, Vba, Back Office.
Who are Daniel Williamson's colleagues?
Daniel Williamson's colleagues are Daria Stepanova, Edmund Mills Chartered Mcsi, Usmaan Khan, Kirsty Jackson, Amie Perkins, Alan Foster, Cathy King.
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Daniel Williamson
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