Daniel Green

Spear’s Review

Daniel Green joined Saranac Partners from Barclays in 2016 when the former was just a year old.

As a partner, Green works mainly with UHNW clients based in the UK and has experience helping entrepreneurs – particularly tech founders – manage liquidity events pre- and post-sale. Such entrepreneurs tend to be literate in their own field but seek guidance on what they can do with their assets. ‘I always tend to take on an educational role,’ Green tells Spear’s. ‘[Clients] enjoy learning and being exposed to all things investment and finance.’

He advocates an active approach to early-stage wealth management and is able to advise on the effective allocation of capital, investment strategy and other solutions, such as tax reliefs.