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Daniel Szabo

Daniel manages Oxford Capital’s direct Private Clients. Daniel has over 16 years’ experience in financial services working with private clients, most recently in the Investment Management team of a national Wealth Manager, Tilney, where he managed a team responsible for 600 million in assets. His experience lies in strategic advice, tax efficient investing and portfolio construction.

Daniel’s early career was spent at a UK bank, Bradford and Bingley, where he was a key member of the business development team responsible for both private clients and intermediaries. Daniel is a chartered member of the Chartered Institute of Securities and Investment, and has a Diploma in financial advice from the London Institute of Banking and Finance .

He enjoys cooking, all sport and spending time traveling the globe with his family.

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