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Who's Moving Where In Wealth Management? Saxo Bank

Editorial Staff

26 November 2018

Saxo Bank
The Danish fintech specialist has opened a new branch in Droitwich Spa, Worcestershire. The new branch will be run by Daniel Faulkner who previously worked for Psigma, and before that was an Investment director of Rathbones.

Raymond James, Droitwich Spa will tailor portfolios according to clients’ needs and circumstances and will invest across direct equities, bonds and funds, as well as exchange traded funds where relevant.

Faulkner has prior experience in setting up a new wealth management branch, having co-founded Rathbones’ Birmingham office in 2008. He has almost 30 years of industry experience, having begun his career at Albert E Sharp in 1989. He moved to Quilter in 1997 where he began to focus on providing Discretionary Management Services to Independent Financial Advisors and their clients.