Mark is co-founder, co-Chief Investment Officer and Managing Director of Daintree Wealth Management. Having spent 20 years in the financial services industry his experience spans private banking, financial planning and discretionary investment management.
The experience gained within each of these services has provided him with a unique view of the financial services industry enabling us to challenge the status quo and build a business delivering a better service, better results for less cost.
Mark is married to Alessandra and has two young sons – Thomas and Luca. To relax Mark enjoys reading, weight training and participates in triathlon and cycling events.
Mark is passionate about giving back and helping others to “think” themselves to better lives. In the past he has been a trustee of both Henshaw’s Society for Blind People and Manchester Art Gallery.
He likes to challenge himself continually and participates in sports events to raise funds for charity, the last one being a brutal 100km ride around the hills of Macclesfield to raise funds for the Mental Health Foundation.
– Contributed to the Parliamentary Review for best practice in Financial Services.
– Member of the Insiders North West 42 under 42 Alumni.
0161 464 9721
Matthew is co-founder and co-Chief Investment Officer of Daintree Wealth Management. Matthew has over 14 years investment research and management experience gained at two well-known investment houses.
Matthew’s experience has been gained through all manner of market conditions. With Matthew’s career starting in 2004 he worked on a trading desk through the 2007/8 financial crisis and gained a significant amount of experience during that early period of his career.
This experience helps Matthew provide consistent investment returns through periods of economic turmoil.
Matthew firmly believes that it is paramount that investment decisions be timely, well researched and transparent. This also leads to Matthew having a contrarian view on investments from time to time.
While Matthew isn’t at work he enjoys attending the gym, reading and is a bit of a sport enthusiast. Matthew is also a keen traveller and enjoys going to some less known destinations. Recently Matthew has visited Bangalore, Belize, Cartagena, Havana and Panama.
From these travels Matthew has gained knowledge of emerging markets and which country’s could be worth investing into for the future.
0161 464 9722
As the Head of Research, Aidan’s primary focus is on training, developing and supporting the paraplanners and financial planners at Daintree Wealth Management.
He sits on the investment committee and enjoys assisting clients with any manner of personal or business-related affairs and works alongside Mark on business operations, strategic innovation, and business development.
Aidan is currently working through his professional examinations to become a Chartered Wealth Manager.
Before Daintree Wealth Management, Aidan graduated from Manchester Metropolitan University with an Economics degree specialising in Corporate Finance.
From his work with homelessness and mental health charities, mentorship of university students to his relentless pursuit of bigger, more difficult challenges Aidan is focused on providing a genuine, positive impact and inspiring others to lead a happier, more fulfilled life.
0161 464 9723
João joined Daintree Wealth Management in March 2020 as a Research Analyst.
He graduated from Manchester Metropolitan University with a Bachelor of Science degree in Economics, specialising in Corporate Finance, Investments and Data Science.
João is a keen sportsman and was the 2017 World Champion in Taekwondo Sparring and Taekwondo Patterns in the Barneveld ITF Open World Championship and is part of the BUTL National Squad.
He previously held a position with The Manchester Metropolitan University as the President of the Taekwondo team during which he was the lead organiser for charity focused events in Manchester and led a self-defence program regarding student safety in Manchester.
During Summer he engages with the local community in his home town by volunteering as a Scout Leader, engaging in environmental campaigns and wilderness survival training.
0161 464 9725
Chris joined Daintree Wealth Management in July 2020 as a Trainee Financial Planner.
He graduated from Manchester Metropolitan University with a Bachelor of Science degree in Economics & Banking, specialising in Investments, Risk Management in Insurance and Banking, Financial Markets & Institutions.
Chris is an avid golfer and has been a member of Formby Golf Club since he was 10 years old. He has represented the club at a junior level and continues to play socially, to a handicap of 9.
Chris’ golfing knowledge has also come in handy elsewhere, caddying at golf clubs around the North West such as Birkdale, Formby & Hillside. His most memorable experience happening in 2017 – where he caddied for the Doosan Group, the day after the final day of the Open Championship – even getting the opportunity to play the 18th hole.
He also likes to keep fit by attending the gym and going on hikes around the UK.