In his new role, Dan forms part of the IMS Management Team, providing leadership and oversight of the London office to help deliver the strategic objectives of the IMS Division. Dan will report directly to Ian Sackfield, Managing Director of IMS.
Dan has over 30 years’ experience within wealth management and private banking. Prior to joining Charles Stanley, Dan worked as a senior consultant, advising on projects for wealth management businesses such as Tilney Smith & Williamson.
Before working as a consultant, Dan spent seven years as the Head of Investments for Royal Bank of Canada’s Wealth Management International division. Prior to this he held a number of senior director and international roles for HSBC Private Bank.
I’m delighted to welcome Dan to Charles Stanley. He joins as a key member of the leadership team and with deep knowledge and experience of the wealth management industry. I’m confident that his proven track record will help to drive the business forward and maintain our strong foothold and reputation for excellent client service in the London private wealth market.
Ian Sackfield, Director of IMS at Charles Stanley
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Dan Ellis joins as Director, Investment Management
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