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Daniel Marks

Investment Director

Portfolio Management

London

About Daniel

I have over 20 years of experience managing execution-only, advisory, and discretionary portfolios for retail investors, trusts, charities, and pension funds. I am a CISI Chartered Wealth Manager and a member of the UK Small Cap Stock Selection Committee.

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

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