top of page
Search

SaSo appoints an investment analyst specialist.

hello533398
“SaSo is delighted to welcome Danny to the SaSo team as Head of Business Development. Danny brings many years of financial services experience to SaSo to complement the existing team, and we are sure that he will bring a fresh outlook and dynamism to the business going forward."

Daniel Guy has joined local investment management and financial advisers, SaSo Strategic, as Head of Business Development. This is a new role for the business, which is keen to grow its client base and support the broader community in Jersey and Guernsey.

Danny, as he likes to be called, is currently studying towards the required set of qualifications, so he can begin advising SaSo’s clients on their financial planning needs. He is also keen to focus on effective relationship management to support SaSo’s existing client base and develop relationships with new contacts.


Danny is particularly interested in investment analytics. He enjoys researching companies to gain a better understanding of their true potential. Equipped with his newly sought knowledge, he enjoys sharing his advice with clients and guiding them on how best to invest and generate future wealth.


Danny offers broad experience in portfolio management, having co-managed an extensive, bespoke discretionary portfolio for RBC for many years. Danny spent fifteen years with the Canadian institution and then moved to Intertrust for a short time to manage the private equity team’s North American desk.


Before his role at SaSo, Danny worked for Sancus, an alternative lending business that deploys investors' money into developments employing bridging or development loans. His role was focused on the origination aspect of the business. His responsibilities included meeting potential contacts, generating leads, and writing new loans. He would also regularly attend site visits to review the progress of development projects that Sancus’ clients had invested in.


Sharing his pleasure in joining the SaSo team, Danny said, “I’m delighted to join such a personable team at SaSo. Since joining on Monday, they have made me feel so welcome. I look forward to learning the ropes, meeting our existing clients, and generating new enquiries through my extensive local network.”


Outside of work, Danny is a keen sportsman. During his time in Edinburgh, Danny played American football, and since arriving in Jersey, Danny loves a round of golf and currently represents Jersey in softball. Danny and his partner, Lauren, are also big dog lovers and own a Rhodesian Ridgeback called Cooper.


 
 
 

Comments


Would you like to know more?

For further information, please contact us.

Tel: 01534 488777 • Email: info@sasostrategic.com 

  • LinkedIn
  • Facebook

© 2024 SaSo Strategic Advisers Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business.

Company Registration Number: 123013

Privacy Notice

bottom of page