Dan Weale

Dan Weale Email and Phone Number

Senior Client Director, The Private Office NZ (FA, FCSI, BA (Hons), IMC) @ The Private Office NZ
Dan Weale's Location
Auckland, Auckland, New Zealand, New Zealand
Dan Weale's Contact Details

Dan Weale personal email

n/a
About Dan Weale

20 years of extensive experience managing investments and relationships for High-Net-Worth Private Clients, Trusts and Charities (discretionary and advisory) in the UK and New Zealand

Dan Weale's Current Company Details
The Private Office NZ

The Private Office Nz

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Senior Client Director, The Private Office NZ (FA, FCSI, BA (Hons), IMC)
Dan Weale Work Experience Details
  • The Private Office Nz
    Senior Client Director
    The Private Office Nz May 2023 - Present
    Auckland, New Zealand
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  • The Private Office Nz
    Client Director
    The Private Office Nz Apr 2022 - May 2024
    Auckland, New Zealand
    The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle.
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  • Bank Of New Zealand
    Partner - Private Banking
    Bank Of New Zealand Jun 2019 - Apr 2022
    Auckland, New Zealand
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  • Fisher Funds
    Wealth Management Advisor
    Fisher Funds Sep 2016 - Oct 2018
    Auckland, New Zealand
    Responsible for the provision of client investment advice, and maintaining and encouraging existing and new key client relationships.
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  • Quilter Cheviot Ltd
    Vice President
    Quilter Cheviot Ltd Mar 2012 - Jul 2016
    London, United Kingdom
    Investment Manager for Private Clients, Trusts and Charities, managing and advising on bespoke discretionary investment mandates. Building AuM through word of mouth referrals and networking with other industry professionals and intermediaries.
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  • Kleinwort Benson
    Portfolio Manager
    Kleinwort Benson May 2007 - Feb 2012
    London, United Kingdom
    Responsible for managing investments and relationships for discretionary and advisory portfolios, for High Net Worth Private Clients, Trusts and Charities. Also contributed towards the Collective Investment Committee by regularly attending fund updates and presentations both domestically and internationally.
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  • Thesis Asset Management Plc
    Portfolio Manager
    Thesis Asset Management Plc Sep 2004 - Apr 2007
    Chichester & Guildford Offices
    Managed Private Client relationships and responsible for all aspects of investment of client assets. Also contributed towards the firm-wide investment process by sitting on both the collectives and direct equity committees.
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Dan Weale Skills

Investment Management Trusts Wealth Management Portfolio Management Asset Managment Investments Equities Asset Allocation Private Banking Hedge Funds Alternative Investments Pensions Wealth Management Services Investment Strategies Securities Asset Management

Dan Weale Education Details

Frequently Asked Questions about Dan Weale

What company does Dan Weale work for?

Dan Weale works for The Private Office Nz

What is Dan Weale's role at the current company?

Dan Weale's current role is Senior Client Director, The Private Office NZ (FA, FCSI, BA (Hons), IMC).

What is Dan Weale's email address?

Dan Weale's email address is da****@****z.co.nz

What schools did Dan Weale attend?

Dan Weale attended Kingston University, Chartered Institute For Securities And Investment.

What skills is Dan Weale known for?

Dan Weale has skills like Investment Management, Trusts, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Asset Allocation, Private Banking, Hedge Funds, Alternative Investments, Pensions.

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