Danny Carpenter Email & Phone Number

I have over 12 years experience working with ultra high net worth clients within within Credo Capital Ltd, Julius Baer Group and Coutts & Co. Having worked with Coutts, the UK’s leading private bank, and now Credo Capital Ltd, I have acquired extensive experience dealing with a diverse range of ultra high net worth clients providing an unsurpassed client service.My biggest strength is being able to provide an outstanding client service which builds trust and a great relationship with existing and new clients.Over the years I have had to work through changing environments, for example working with Julius Baer through their acquisition of Merrill Lynch and now the difficulties of COVID. These experiences have given me the opportunity to embrace the changing work environment and surpass client expectations.

Listed skills include Private Banking, Wealth Management, Risk Management, Investment Banking, and 10 others.

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  Cleeve Park School