Daniel Douglas-Wright

Daniel Douglas-Wright, CFA has a diverse work experience in the finance industry. Daniel is currently serving as the Head of Investments at The Private Office (TPO) since November 2021. Prior to this role, they worked as an Investment Analyst at TPO from January 2020 to November 2021. Before joining TPO, Daniel worked as a Paraplanner at Close Brothers Asset Management from May 2017 to October 2019. Daniel also served as a Paraplanner at Amicus Wealth from October 2015 to May 2017, and at Pall Mall Financial Independence Ltd from October 2014 to October 2015.

Daniel Douglas-Wright, CFA pursued a Master's degree in Finance from London Business School from 2020 to 2023. Apart from their academic qualifications, they have obtained several certifications including a Certificate in ESG Investing from CFA UK in July 2020, the Chartered Financial Analyst® (CFA) Charterholder designation from CFA Institute in August 2019, and a Diploma in Regulated Financial Planning from the Chartered Insurance Institute in May 2017.