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Danny Szabo

Danny Szabo

Portfolio Manager | Business Development Manager

location of Danny SzaboBarnet, England, United Kingdom

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  • Timeline

  • About me

    Investment Director | Chartered Wealth Manager

  • Education

    • The London Institute of Banking & Finance

      2006 - 2012
      DipFA, CeFA, CeMAP, CSP

    • Chartered Institute for Securities and Investment

      2013 - 2018
      Chartered Wealth Manager (Level 7 FCSI), PCIAM, Principles of FP, Securities, Derivatives

  • Experience

    • Bradford & Bingley plc

      Mar 2000 - Jul 2009
      Portfolio Manager | Business Development Manager

    • Zurich Insurance Company Ltd

      Oct 2009 - Jan 2011
      Financial Advisor

    • Nationwide Building Society

      Jan 2011 - Mar 2013
      Senior Financial Consultant

      Holistic financial planning for the societies private clients

    • Evelyn Partners

      Mar 2013 - Mar 2017
      Head of Relationship Management

      Managing a team of certified advisers who provided unitised and model portfolios to private clients

    • Oxford Capital

      Apr 2017 - May 2018
      Manager

      Working with HNW individuals and intermediaries providing tax advantaged early stage investment opportunities

    • Sanlam

      May 2018 - Feb 2023
      Portfolio Manager

      Providing bespoke discretionary solutions to private clients and intermediaries

    • 7IM

      Sept 2023 - now
      Investment Director

      Discretionary investment management for intermediaries

  • Licenses & Certifications

    • EIS Diploma

      Enterprise Investment Scheme Association (EISA)
      May 2017

    • SPIN

      Huthwaite International

  • Honors & Awards

    • Awarded to Danny Szabo
      PAM Top 40 under 40 2016 Private Asset Managers Apr 2016