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Dan Smith

Senior Equity Analyst

Chief Investment Office

London

About Dan

I joined the company following the acquisition of Thomas Miller in 2018. My primary responsibility is analysing international equities and I Chair the International Stock Selection Committee. I assist in managing our international equity model and am responsible for creating and maintaining an approved list of internationally listed companies that our portfolio managers can purchase for their client portfolios. Most of my day involves keeping up-to-date with all news relating to companies on our approved list as well as searching for and writing about new ideas. I am passionate about creating a list that caters to all of our clients’ investment requirements, whilst at the same time, being comprised of companies in which I am willing to invest my own money. I am a CFA Charterholder with over a decade of experience in financial markets. I have a degree in Economics and Finance from the University of Southampton.

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