Daniel Channing

Office Location

Jersey

Professional Biography

Daniel joined Crestbridge as part of the senior leadership team from a global private bank where he held responsibility for the Wealth Planning and Advisory services for the LEVANT region. He has specialist knowledge and experience working with clients from the Middle East and has worked closely alongside multi-generational and enterprising Middle East families to organise themselves effectively and to achieve their financial purpose. As a Director, Daniel is key to cementing exceptional and long-standing relationships with our families and family office clients and is responsible for ensuring we continue to create bespoke strategies to preserve and enhance clients’ global asset portfolios and succession plans. Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising.

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