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Rob Daily

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Investment Manager

I am an investment manager and chartered fellow of the Chartered Institute of Securities & Investment with over 25 years of experience in the financial services industry. My role involves working with private clients, trusts, charities and professional firms to provide discretionary, advisory and execution only services. I really enjoy getting to know my clients and their specific circumstances and requirements. This allows me to draw on the wide range of services and products that we provide, to create value enhancing investment solutions to benefit them.

Location: Llandudno

A bit about me:

I enjoy spending time with my family and friends. I am a keen cyclist, both road and mountain biking, which provides an opportunity to enjoy the beautiful scenery where I live.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means working with my clients, adapting to ever-changing financial markets and utilising the opportunies that presents.


+44 1248667171

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.