Daniel Cheung Liverpool office
Daniel Cheung

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.

Get in touch

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

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

Daniel Cheung