Daniel Swift
About Daniel Swift
Daniel Swift is a Private Banker based in London, England, specializing in bespoke mortgage solutions for clients in the Fund and Asset Management sectors. He has over 16 years of experience in wealth management for high net worth individuals, currently working at Investec since 2016 and previously at Coutts from 2007 to 2015.
Work at Investec
Daniel Swift has been employed at Investec since 2016, serving as a Private Banker. His role involves providing tailored financial solutions to clients, particularly in the Fund and Asset Management sectors. He focuses on delivering bespoke mortgage solutions that meet the specific needs of high net worth individuals. His extensive experience in private banking allows him to effectively manage and grow client wealth.
Previous Experience at Coutts
Before joining Investec, Daniel Swift worked at Coutts from 2007 to 2015, also in a Private Banking capacity. During his eight years at Coutts, he developed a strong foundation in wealth management and client services, which equipped him with the skills necessary for his current role. His experience at Coutts contributed to his expertise in serving high net worth clients.
Specialization in Mortgage Solutions
Daniel Swift specializes in providing bespoke mortgage solutions tailored for clients in the Fund and Asset Management sectors. His approach involves understanding the unique financial situations of his clients and offering customized mortgage options that align with their investment strategies and financial goals.
Focus on Wealth Management
In his role as a Private Banker, Daniel Swift focuses on wealth management services for high net worth individuals. He aims to assist clients in managing their assets effectively, ensuring that their financial needs are met through personalized strategies and solutions.
Location and Client Base
Daniel Swift operates primarily out of London, England, where he serves clients across the UK. His location allows him to engage with a diverse range of clients, providing them with tailored financial services that cater to their specific needs and circumstances.