Financial advisers
London
Daniell Afan-Williams

Daniel Afan-Williams

Atlas wealth managementMinimum savings/pensions: Over £250,000
0208 166 8476
Based in London

Trusted Advisor Verified

FCA status: Certified by Firm
Last checked: 15 January 2025
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Recent Client Reviews
Verified reviews: 100%
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Network Financial Adviser
Last checked: 22 January 2025
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The importance of FCA verification: £375,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the
Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

Overview

In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.

Experience

With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.

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CFA Charter Holder
PhD in Finance MSc, International Securities, Investment and Finance

Memberships

CFA Institute Membership, CII membership

Overview

In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.

Experience

With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.

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Reviews of Daniel

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How has Jamie Pearson helped you?6 years

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by a verified client in Surrey 6 days ago
Overall
Advice
Value
Service

What were the circumstances that caused you to initially look for an adviser? Divorce

How has Jamie Pearson helped you?6 years

Have you seen the outcome you were hoping for?Yes, better than I could have imagined

Review

by a verified client in Surrey 6 days ago
Overall
Advice
Value
Service

What were the circumstances that caused you to initially look for an adviser? Divorce

How has Jamie Pearson helped you?6 years

Have you seen the outcome you were hoping for?Yes, better than I could have imagined

Review

by a verified client in Surrey 6 days ago
Overall
Advice
Value
Service

What were the circumstances that caused you to initially look for an adviser? Divorce

How has Jamie Pearson helped you?6 years

Have you seen the outcome you were hoping for?Yes, better than I could have imagined