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Daniel Douglas-Wright
As the Investment Director at The Private Office, I am responsible for the strategic direction and delivery of the company’s investment strategies, maintaining the framework and integrity of our propositions. I joined TPO in 2020 and have over 10 years' experience in the investment and wealth management industry which has included fund research, macro-economic analysis and portfolio management.
I have responsibility for the management of £2.1bn of clients' funds, held across our Managed, Passive, ESG and Income portfolios and additionally, I oversee our £1.2bn Discretionary portfolio proposition.
Investments as a subject matter is an ever changing landscape and working in a profession where you are constantly required to learn and critically analyse one’s own work is hugely rewarding.
My continued focus will be the management of the portfolios on behalf of our clients to help them achieve their life goals at a time where uncertainty persists in financial markets.
I sit on the Executive Board of The Private Office supporting the overall strategic direction of the Group and I am Chair of the TPO Investment Committee. I was very proud to be named as one of the Next Generation of Industry Leaders by a leading publishing Group in 2023.
When I am not at work
In my spare time, I run marathons and my target is to complete one in under three hours! At my latest outing at the Manchester marathon, I just narrowly missed that goal by just four minutes – but that’s just inspired me to beat it next time out!
My qualifications
- CFA Charterholder
- CFA: Certificate in ESG Investing
- CII: Diploma in Financial Advice
- CII: Certificate in Discretionary Investment Management
- Masters in Finance from London Business School
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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. |
FCA regulated
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.