Have the short, sharp Spear's newsletter delivered to your inbox each week
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

Share on