Rosie Daniels

Rosie Daniels

Senior Investment Director
Edinburgh office

About me

As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities. To ensure the best possible outcome for my clients I work closely with our Financial Planners and Investec's in-house research team to ensure their investments are structured in the most tax-efficient manner to suit their needs, and provide investment portfolios that will deliver for them over the years.

Background/Experience

With over two decades of investment management experience I have formed close relationships with my clients over many years. Before joining Investec in 2011, I managed relationships and investments at Barclays Wealth, and it's predecessors, Gerrard Limited and Greig Middleton Ltd. I am a Fellow of the Chartered Securities Institute. 

My Interests

I am married and the Mum of two sporty teenage boys so much of my spare time is taken up travelling to rugby, cricket and golf competitions. Early morning walks, skiing and a bit of gardening fill up the remainder of my time.

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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Rosie Daniels

Through Investec I take great satisfaction in helping my clients to achieve financial independence, giving them the time to focus on what is important to them.