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.
Garry Forbes, SaSo Strategic’s Managing Director, said of its latest appointment: “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.”
Danny (pictured), 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.”
