Company
Position
Partner
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Investment solutions
Venture capital
Wealth structuring
Wealth management
Client type
Tech and high-growth entrepreneurs
Family offices
Tech-start ups
UHNW
Sector Focus
Technology
Wealth Management & Private Banking
Financial Services
Dan Green
Spear’s Review
Dan Green joined Saranac Capital from Barclays in 2016 when the firm was just a year old. An expert in technology and digital media, Green was a key early hire for Saranac founder Tom Kalaris, who knew he needed to rely on talent if the firm was going to present a credible alternative to more established wealth managers.
With experience helping entrepreneurs – particularly tech founders – manage liquidity events pre- and post-sale, Green advocates an active approach to early-stage wealth management, and is able to advise on the effective allocation of capital and deliver investments and other solutions such as tax reliefs.
Rank: Recommended

Recommended 2024, UHNW Wealth Managers