Daniel Dupré Email & Phone Number
Executive Director – Senior Wealth Manager | Family Office, Coutts Wealth @ Coutts
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Daniel Dupré Location
- United Kingdom
Daniel Dupré Work
- 2025 -now Executive Director – Senior Wealth Manager | Family Office, Coutts Wealth @
- 2024 -now Executive Director - Senior Wealth Manager - UHNW and Family Offices - International Private Banking @
- 2023 -2024 Director - Senior Private Banker - Key Client Acquisition - Entrepreneurs @
- 2018 -2023 Senior Private Banker - Business Acquisition Group @
- 2014 -2018 Relationship Manager and Team Manager - Wealth Management @
- 2013 -2014 Private Banking Manager @
- 2012 -2013 Assistant Manager, Customer Relations @
Daniel Dupré Education
- Chartered Institute for Securities & Investment
Derivatives (IAD)
2019-2019 - LIBF
Certificate in mortgage advice and practice (CeMAP)
2019-2019 - The Chartered Institute for Securities & Investment (The CISI)
Securities (IAD)
2015-2015 - Chartered Institute for Securities & Investment
CFPCM Chartered MCSI (Investments and Securities)
2012-2015 - LIBF
Advanced Diploma in Financial Advice (Financial Planning and Services)
2011-2011 - University of Johannesburg
Bachelor of Commerce (BCom) Honours (Financial Planning)
2008-2008 - University of Johannesburg
Bachelor of Commerce (BCom) (Finance, General)
2005-2007 - Lycee Francais Jules Verne
Baccalaureat (Economie et Sociologie)
1997-2004
Daniel Dupré Skills
- Financial Planning
- Financial Analysis
- International Project Management
- International Sales
- Investment Advisory
- Financial Advisory
- Logistics
- Internal Communications
- French
- Microsoft Office
- South Africa
- United Kingdom
- France
- Certified Financial Planner
- advanced diploma in financial advice
- Achieving Targets
- chartered insurance institute
- Strategic Financial Planning
- Financial Services
- Portfolio Management
- Investments
- Banking
Daniel Dupré Summary
- Daniel Dupré, based in United Kingdom, is currently a Executive Director – Senior Wealth Manager | Family Office, Coutts Wealth at Coutts. Daniel Dupré brings experience from previous roles at Coutts, SG Kleinwort Hambros and Citi. Daniel Dupré holds a 2019 - 2019 Derivatives (IAD) @ Chartered Institute for Securities & Investment. With a robust skill set that includes Financial Planning, Financial Analysis, International Project Management, International Sales, Investment Advisory and more. Daniel Dupré has 3 emails and 1 mobile phone numbers on RocketReach.
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