Daniel Good

Areas of expertise

Daniel specialises in:

Investment Management, Portfolio Management, Collectives Research

Experience

Dan has worked in investment management since graduating in 1998. Whilst much of his career has been spent providing investment management to private individuals and families seeking to achieve their long-term financial goals, it has also encompassed fund research and analysis, fund management and membership of various asset allocation and security selection committees.

Notable client work and achievements

Dan is a four-time winner of the Citywire Regional Stars award for the Midlands - 2014, 2016, 2017, 2018.

Professional qualifications and memberships

Dan is a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

He also holds the Securities Institute Diploma.