Daniel worked in management positions for leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva, with Coutts International Private Bank. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master’s of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estate Practitioners (STEP).
Daniel is a founder of the Swiss Association of Trust Companies, a member of the editorial committee for Wealthbriefing, an on-line wealth management news service and is a frequent speaker at industry conferences.
Daniel speaks English and French.