Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic

Daniel Charles Ellis

London

Summary

Accomplished portfolio manager with expertise in implementing multi asset mandates and managing portfolios across multiple custodians. I develop practical solutions to implement Discretionary mandates efficiently, and in scale. Proficient in risk management strategies and regulatory compliance, committed enhancing client outcomes.

Overview

25
25
years of professional experience
2034
2034
years of post-secondary education

Work history

Portfolio Manager

Shard Capital
London
09.2024 - Current
  • Leads discretionary trading as an experienced portfolio manager, focusing on Tier 1 UK Investor Visa compliance.
  • Chair of UK Investor Visa Investment Committee and member of Global Investment Committee.
  • Advises on portfolio construction, incorporating technical analysis and political insights.
  • Collaborate with relationship managers to evaluate client needs and risk metrics.
  • Conducted comprehensive review of investment policy and risk documentation to enhance client outcomes.

Portfolio Manager

Britannia Wealth & Asset Management
07.2021 - 08.2025
  • Led all discretionary trading with a specialism in Tier 1 UK Investor Visa with in-depth HMRC investment guidance knowledge.
  • Advised on portfolio construction as member of Investment Committee, ensuring compliance with guidelines.
  • Delivered political commentary and technical analysis to enhance trading decisions.
  • Hosted bi-weekly discretionary model updates for relationship managers to communicate strategy changes.
  • Established Bloomberg PORT for real-time performance analysis against benchmarks and peers.
  • Developed comprehensive IC, Risk, and Performance documentation alongside client marketing materials.
  • Created new mandate offering to align with evolving client demand following interest rate normalisation.

Portfolio Manager

Dolfin Financial
05.2019 - 06.2021
  • Portfolio manager for UNHW individuals, companies, and trusts. Regular trading across all asset classes and via multiple EAM custodians.
  • Lead investment manager for T1 UKIV portfolios and responsible for all Discretionary trading.
  • A member of the Investment Committee as a generalist, I prepared investment proposals and developed the client marketing offering including a product overview, factsheet, and monthly review for all mandates.

Portfolio Manager

Falcon Private Wealth
03.2013 - 04.2019
  • Discretionary portfolio manager for UNHW individuals, companies, and trusts. Invested globally across asset classes, executing at multiple EAM custodians.
  • Developed portfolio management tool integrated with Bloomberg for real-time client portfolio monitoring and trade calculation.
  • Prepared asset weighted performance reporting and developed the suite of client marketing presentations.

Investment Assistant

Clariden Leu (Europe) Limited
01.2008 - 03.2013
  • Supported discretionary management for CHF 1bn in assets within a focused team.
  • Developed investment proposals and executed discretionary trading strategies.
  • Created a tool to manage underlying and hedged currency exposure effectively.
  • Co-designed and managed a proprietary momentum-based equity valuation model as a new product offering which attracted CHF 10m in assets over three years.

International Assignment Consultant

Ernst & Young LLP
01.2005 - 01.2007
  • Coordinated expatriate services for multinational companies to ensure seamless international employee transfers, including a three-month secondment at Unilever.

Support to Financial Planners

CU Financial Advisory Services PTY Ltd
01.2004 - 04.2004
  • Assisted team of financial planners within boutique financial planning practice in Sydney, Australia.

Group Pension Service Representative

Risk & Reward Consulting Limited (Previously BMS Group)
01.2001 - 12.2004
  • Supported team of advisers in addressing pension, assurance, and investment requirements for private clients.

Education

10 GCSE and 4 A-levels - Geography, Economics, Mathematics (with Statistics), General Studies

Alleyn's School
09.1994 - 08.2001

Financial Planning Certificate 1 and 2 -

Chartered Insurance Institute
01.2002 - 01.2003

Investment Advice Diploma (Level 4) - Regulation, Securities, Derivatives, and Investment Risk & Taxation

Chartered Institute For Securities And Investment

Skills

  • Advanced knowledge of Bloomberg including PORT and excel functionality
  • Broad use of asset management and banking systems
  • Strong analytical mind with a focus on identifying and mitigating risk factors
  • Good communication skills and awareness of regulatory framework

Affiliations

  • A keen cricketer, I have been Club Captain of Streatham & Marlborough Cricket Club since 2005. In 2025, I delivered a £1,500,000 new pavilion for the club. Outside of cricket, I recently became the owner of a boisterous puppy, love UK travel and good food. !

Timeline

Portfolio Manager

Shard Capital
09.2024 - Current

Portfolio Manager

Britannia Wealth & Asset Management
07.2021 - 08.2025

Portfolio Manager

Dolfin Financial
05.2019 - 06.2021

Portfolio Manager

Falcon Private Wealth
03.2013 - 04.2019

Investment Assistant

Clariden Leu (Europe) Limited
01.2008 - 03.2013

International Assignment Consultant

Ernst & Young LLP
01.2005 - 01.2007

Support to Financial Planners

CU Financial Advisory Services PTY Ltd
01.2004 - 04.2004

Financial Planning Certificate 1 and 2 -

Chartered Insurance Institute
01.2002 - 01.2003

Group Pension Service Representative

Risk & Reward Consulting Limited (Previously BMS Group)
01.2001 - 12.2004

10 GCSE and 4 A-levels - Geography, Economics, Mathematics (with Statistics), General Studies

Alleyn's School
09.1994 - 08.2001

Investment Advice Diploma (Level 4) - Regulation, Securities, Derivatives, and Investment Risk & Taxation

Chartered Institute For Securities And Investment

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Daniel Charles Ellis