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Daniel Elias

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Daniel is a Partner at Perpetual Private, overseeing a dedicated team focused exclusively on serving high-net-worth clients. His responsibilities include providing comprehensive resources to address the intricate and multi-faceted challenges associated with managing significant wealth. Traditionally, Daniel has catered to entrepreneurs, executives, not-for-profit organisations, and family office groups. With over 17 years of experience in the industry, Daniel boasts a wealth of knowledge and more than 13 years specifically dedicated to offering sophisticated investment advice within the high-net-worth space. In his current capacity at Perpetual, Daniel is driven by a mission to deliver an exceptional level of service and an unwavering commitment to assisting our clients in reaching their goals and objectives. Daniel excels in crafting tailored strategies designed to meet the unique objectives of each client. He achieves this by collaborating with specialist teams within Perpetual, which includes experts in investment strategy and research, portfolio construction, and philanthropy. His dedication to providing personalised solutions underscores his commitment to ensuring the success of Perpetual clients in their wealth management endeavours.

Address

AU

Phone

Mobile

Email

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Organisation

  • Perpetual Private

Company number

Services offered

Certified products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.