Dani Peer

I am a passionate, energetic, and successful financial services executive with 20+ years' experience.

I have operated on both sides of the divide – product development and investment advice. I have led teams to create and distribute great investment product, and teams that support those who advise on them. I feel strongly about providing a trusting, transparent, supportive, and collaborative environment for those I lead; and ensuring those who have entrusted me (and the firm I represent) with their wealth are respected, appreciated, and cared for.

I am comfortable with both formulating strategy and designing operational platforms that deliver the desired outcomes. My best work has been in investor relations and communication. I am a powerful presenter and engaging writer. I thoroughly enjoy the challenge of translating the complex and intangible nature of the investment world into a form that excites and engages investors.

I am a committed student of politics, current affairs and financial markets believing this crucial to understanding, creating, and protecting wealth.

I now work with fund managers, financial advisors and other financial services firms to design, implement and support powerful and effective investor engagement programs. These programs seek to create greater investor loyalty, more substantial investment commitments and increased referrals.