Position

Partner

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment solutions

Venture capital

Wealth structuring

Wealth management

Client Types

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

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