Daniel Swallow

Daniel is a Senior Advisor at Perpetual Private, a leading wealth management firm that manages over $19B and offers a wide range of services to private clients. He has been with the firm since 2020 and has over a decade of experience in providing tailored investment advice to high net worth (HNW) and ultra high net worth (UHNW) families, C-Suite executives, and not-for-profit organizations.

With his co-advisor, Shiva Vemula, Daniel employs a range of holistic strategies to maximize his clients' wealth, minimize tax implications, and preserve wealth for future generations. He holds a Master's in Applied Finance (MAppFin) and the Certificate in ESG Investing from the CFA Institute, enabling him to provide cutting-edge financial advice and stay ahead of industry developments. He is passionate about helping his clients achieve their financial goals and aspirations, while aligning their investments with their values and social impact.