Daniel Geoffrey William Boardman-Weston
Chief Executive Officer at BRI Wealth Management plc
Profile
Mr. Daniel G.
Boardman-Weston is a Chief Executive & Chief Investment Officer at BRI Wealth Management plc.
He first joined BRI in 2011 then re-joined the firm in October 2018.
He is responsible for equity research, portfolio strategy and implementation.
Mr. Boardman-Weston has completed the CFS IMC exam and holds a derivatives qualification.
Daniel Geoffrey William Boardman-Weston active positions
| Companies | Position | Start |
|---|---|---|
BRI Wealth Management plc
 BRI Wealth Management plc Investment ManagersFinance BRI Wealth Management plc (BRI) is an independent asset management firm headquartered in Coventry, UK. Founded in 1962, BRI provides discretionary and advisory portfolio management services to private clients, families, trusts and charities. | Chief Executive Officer | 2021-12-31 |
Former positions of Daniel Geoffrey William Boardman-Weston
| Companies | Position | End |
|---|---|---|
BRI Wealth Management plc
BRI Wealth Management plc Investment ManagersFinance BRI Wealth Management plc (BRI) is an independent asset management firm headquartered in Coventry, UK. Founded in 1962, BRI provides discretionary and advisory portfolio management services to private clients, families, trusts and charities. | Corporate Officer/Principal | 2017-07-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
BRI Wealth Management plc
BRI Wealth Management plc Investment ManagersFinance BRI Wealth Management plc (BRI) is an independent asset management firm headquartered in Coventry, UK. Founded in 1962, BRI provides discretionary and advisory portfolio management services to private clients, families, trusts and charities. | Finance |
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- Daniel Geoffrey William Boardman-Weston
