Daniel James Müller, Cfa

Daniel James Müller, Cfa Email and Phone Number

Founding Director @ Hawker Wealth Management
London, GB
Daniel James Müller, Cfa's Location
London, England, United Kingdom, United Kingdom
Daniel James Müller, Cfa's Contact Details

Daniel James Müller, Cfa work email

Daniel James Müller, Cfa personal email

About Daniel James Müller, Cfa

I joined Whitley Asset Management (WAM) in 2008. I am a senior portfolio manager looking after UHNW private clients with investable assets ranging from £10m to £100m+. I also sit on the investment committee and research team.Whitley Asset Management is a privately owned wealth management firm which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments.We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines.Prior to WAM I worked at (Tilney) Bestinvest for two years.

Daniel James Müller, Cfa's Current Company Details
Hawker Wealth Management

Hawker Wealth Management

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Founding Director
London, GB
Website:
cazenovecapital.com
Employees:
369
Daniel James Müller, Cfa Work Experience Details
  • Hawker Wealth Management
    Founding Director
    Hawker Wealth Management
    London, Gb
  • Cazenove Capital
    Portfolio Director
    Cazenove Capital Oct 2024 - Present
    London
    Cazenove Capital is a leading provider of wealth management services to a range of clients including individuals, family offices, trusts, business owners and charities. As well as discretionary and advisory investment services, we offer wealth planning, deposit-taking and lending. We are long-term investors with a focus on preserving and growing clients’ wealth.
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  • Whitley Asset Management Ltd
    Senior Private Client Investment Manager
    Whitley Asset Management Ltd Jun 2008 - Nov 2024
    London
    •Managing advisory & discretionary bespoke client portfolios. •Developing & managing relationships with new and prospective clients.•Researching new investment opportunities.
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  • Bestinvest
    Investment Adviser
    Bestinvest Jul 2005 - Nov 2007
    •Advised clients on their multi-asset investment portfolios .•Conducted annual portfolio reviews.•Centralised investment propositions.
    View

Daniel James Müller, Cfa Skills

Investments Portfolio Management Wealth Management Investment Strategies Wealth Investment Advisory Asset Management Equities Asset Allocation Alternative Investments Independent Thinking Investment Management Hedge Funds Microsoft Excel Wealth Management Services Financial Advisory Excel

Daniel James Müller, Cfa Education Details

Frequently Asked Questions about Daniel James Müller, Cfa

What company does Daniel James Müller, Cfa work for?

Daniel James Müller, Cfa works for Hawker Wealth Management

What is Daniel James Müller, Cfa's role at the current company?

Daniel James Müller, Cfa's current role is Founding Director.

What is Daniel James Müller, Cfa's email address?

Daniel James Müller, Cfa's email address is da****@****ail.com

What schools did Daniel James Müller, Cfa attend?

Daniel James Müller, Cfa attended King's College London, Lytchett Minster School.

What skills is Daniel James Müller, Cfa known for?

Daniel James Müller, Cfa has skills like Investments, Portfolio Management, Wealth Management, Investment Strategies, Wealth, Investment Advisory, Asset Management, Equities, Asset Allocation, Alternative Investments, Independent Thinking, Investment Management.

Who are Daniel James Müller, Cfa's colleagues?

Daniel James Müller, Cfa's colleagues are Rory Cumming, Cfa, Katie Rye, Stuart Smith, Patrick Tate, Cfa, Michael Case, Sam Harbord-Hamond, Edward Duerden.

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