Daniel Cheung

Daniel Cheung

Associate Investment Director
Liverpool office

About me

As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, trusts, pension funds and charities.

I also sit on the group ESG committee.

Background/Experience

I graduated from Newcastle University in 2015 having read Accounting and Finance. Since joining Investec, I have been awarded the Investment Advice Diploma in Securities by the Chartered institute of Securities and Investments (CISI). I am also a chartered member of the CISI, having been awarded the Chartered Wealth Manager Qualification. I am currently studying for the CFA level II exam, having passed level I in February 2021.

My interests

I enjoy all sports but I am particularly passionate about running and football, playing eleven-a-side weekly and five-a-side when possible. I am also a keen traveller, whether that be abroad or in the UK.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Hitting row Z when shooting from outside of the box.

Water flowing over rocks
Daniel Cheung

The Investec offering is different due to the level of bespoke portfolio management combined with the dedication of investment professionals and their commitment to deliver the highest standard of wealth management possible.