Daniel Ellis

Daniel Ellis has a diverse work experience spanning over several years. Daniel is currently the Director of Investment Management Services at Charles Stanley & Co. Limited, a position they have held since January 2022. Prior to this, they served as the Director of Danell Solutions Limited, a role they held from January 2021. From April 2021 to September 2021, they worked as the Front Office Operating Model Design Lead at Tilney Smith & Williamson.

Before these roles, Daniel held a significant leadership position at RBC Wealth Management from October 2013 to March 2020. Daniel served as the Managing Director and Head of Investments for Wealth Management International. In this role, they were responsible for various executive functions within the organization, including being the CEO of Royal Bank of Canada Investment Management (UK) Limited and Chairman of the Board of RBC Investment Solutions (Channel Islands) Limited.

Prior to RBC Wealth Management, Daniel worked at HSBC Private Bank, where they held multiple managerial positions. From 2010 to 2013, they served as the Managing Director and Head of Private Bank Investment Group for the UK and Channel Islands. Daniel managed a large team and oversaw various aspects of the investment products and services division.

Daniel also has prior experience working at HSBC Private Bank Switzerland, where they held positions such as Head of Structured Products & Derivatives and Senior Sales Trader. Additionally, they worked briefly as the Senior Manager of Treasury Financial Control at HSBC Private Bank, Geneva.

Earlier in their career, Daniel worked as the Finance Director of Fleming (Jersey) Limited in the Channel Islands and held various roles in the Lloyds TSB Treasury Division from 1994 to 1998.

Daniel Ellis attended Dulwich College for an unspecified period of time. Afterwards, they pursued a Bachelor of Arts (BA) degree in Economics at the University of Exeter. In 1997, they obtained a certification as a Chartered Management Accountant from CIMA. Later, in 2010, they obtained an Investment Management Certificate from the CFA Institute. Finally, in 2013, they obtained the MCSI certification from The Chartered Institute for Securities & Investment (The CISI).