Daniel Cheung

Trainee Investment Manager

Liverpool

+44 (0) 151 227 2030

About me

As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, 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.

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.

Helping private clients with their life goals and investment choices

Get in touch

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I'm also an expert in...

Hitting row Z when shooting from outside of the box.

Going above and beyond for the client to ensure that we deliver the highest standard of wealth management possible.

Daniel Cheung