Daniel Lomas Email & Phone Number
Portfolio Insight Manager @ Liontrust Asset Management PLC
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Daniel Lomas Location
- London, GB
Daniel Lomas Work
- 2019 -now Portfolio Insight Manager @
- 2017 -2019 Performance Analyst @
- 2016 -2017 Investment Analyst @
- 2013 -2016 Investment Analyst @ Baggette & Company Wealth Management Ltd
- 2012 -2013 Administrator @
- 2012 -2012 Trainee Financial Advisor @ Money Wise
Daniel Lomas Education
- Bournemouth University
Master of Science (MSc) (International Finance)
2011-2012 - Bournemouth University
Bachelor of Arts (BA) (Business Tourism Management)
2007-2011
Daniel Lomas Skills
- Rebalance
- Asset Allocation Models
- Financial Planning
- Report Writing
- Portfolio Management
- Data Analysis
- Investments
- Numeracy
- Asset Managers
- Finance
- Performance Enhancement
- Fund Research
- Financial Services
- Wealth Management
- Hnw Clients
- Platform Providers
- Strategic Financial Planning
- Portfolio Construction
- Investment Strategies
- Risk Management And Controls
- Process Efficiency
- Fund Management
- Investment Analysis
- Trade Execution
- Customer Service
- Financial Analysis
- Management
- Financial Reporting
- Project Management
- Research
- Tax Optimisation
- Investment Management
- Bespoke Investment Solutions
Daniel Lomas Summary
- Daniel Lomas, based in London, GB, is currently a Portfolio Insight Manager at Liontrust Asset Management PLC. Daniel Lomas brings experience from previous roles at Liontrust Asset Management PLC, John Eames Limited, Baggette & Company Wealth Management Ltd and Mansion House Capital. Daniel Lomas holds a 2011 - 2012 Master of Science (MSc) in International Finance @ Bournemouth University. With a robust skill set that includes Rebalance, Asset Allocation Models, Financial Planning, Report Writing, Portfolio Management and more. Daniel Lomas has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Liontrust Asset Management PLC Employees
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United Kingdom
Hayley Aronberg
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United Kingdom
Kristian Cook
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Simon Clements
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Louise Dilworth
Head of Human Resources
London, GB
Milly Cooper
Head of Compliance
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