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Client Services Executive

Daniel Symons

Daniel joined Edition Capital in February 2024. As the Client Services Executive, Daniel serves as the primary liaison for financial advisers, manages client communications and enhances operational efficiency. He also administers compliance processes, CRM management, and investor and investee reporting, ensuring adherence to FCA regulations.

Prior to joining Edition, Daniel worked at NZX for 3 years where he was the manager of the Client Services team, which worked with Institutions, Financial Advisers, and High Net Worth individuals in the management of their investment portfolios. Daniel has a Masters in Finance from the Auckland University of Technology.

Get In Touch

Want to learn more about our services, or find out how to invest?
Call us on 020 3145 1851, or email [email protected]

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