The Reality Of Starting A Wealth Management Firm

Big Risk Energy with Roei Samuel
27/12/2023 33 min Temporada 2 Episodio 8
The Reality Of Starting A Wealth Management Firm

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Episode Synopsis

You’re looking at a man responsible for £4bn worth of assets.After leaving his six-figure salary job, Dan Thompson built out his own wealth management firm Sovereign Wealth, dealing with some of the richest individuals on the planet. Talk about pressure.It wasn’t easy to begin with especially with the curveballs life threw at him, but this is someone who defines #BigRiskEnergy 👏Dan joins us in this week’s episode sharing some great tips on investment and wealth management, his passion for fitness and becoming a first-time founder#WealthManagement #AssetManagement #Founders

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