Daniel Robertson

Senior Manager, Head of Business Development & Marketing

0330 320 9280 daniel.robertson@cravenstreetwealth.com

Professionally

Daniel is a senior manager with nearly 15 years of experience in financial services, specialising in business development, marketing, communications, and stakeholder relationship management. As Head of Business Development & Marketing and a key member of the Craven Street Wealth management team, Daniel plays a central role in driving strategic growth while ensuring clients remain at the heart of the firm’s activities.

Daniel uses management information, market intelligence, and data-driven insights to shape and continually refine the firm’s marketing strategy, business development initiatives, and client communications. He also manages the firm’s public relations activity, strengthening the firm’s brand presence and reputation across the industry and wider community. Commercially astute and client-focused, he ensures that every project, campaign, and engagement supports the firm’s broader strategic goals while delivering real value for clients.

A proven leader of change, Daniel led the marketing strategy behind the successful rebrand to Craven Street Wealth and now manages the integration of newly acquired firms, tailoring each transition to reflect the unique needs of clients, colleagues, and stakeholders. Alongside major projects, he works closely with regional and sector Financial Planning Directors and other leadership roles, supporting them to achieve their business development, marketing, and client engagement objectives.

Daniel is recognised for his strategic thinking, creativity, and ability to bring fresh ideas to complex challenges. Passionate about Corporate Social Responsibility, he believes strongly in the positive role businesses can play within their communities. In 2024, Daniel was honoured to be selected as a judge and presenter for the Medway Business Awards, recognising excellence across a wide range of sectors. He thrives in dynamic environments, blending innovation with a practical focus on delivery and results, and is committed to helping the business and the individuals within it achieve sustainable growth and long-term success.

Specialisms

Strategic Growth – Driving business expansion and client value.

Client-Focused Marketing – Data-driven strategies with clients at the core.

Brand & PR – Strengthening brand presence and industry reputation.

Client Communications – Crafting clear, engaging messages that connect with clients.

Event Management – Planning and executing impactful events that drive engagement.

Personally

Outside of work, Daniel enjoys spending quality time with his young family. He is actively involved in his local community and takes pride in balancing family life with a busy professional career. As a Trustee for a local charity, Daniel contributes to initiatives that support his local school, helping to foster positive change in the community.

To unwind, Daniel has a passion for live music and theatre, and he is a keen follower of international rugby and motor racing. He also enjoys socialising with friends and exploring new experiences, valuing the opportunity to relax, recharge, and stay connected with the people and activities he loves.

Daniel in the spotlight

People would describe me as:

Proactive, approachable, and results-driven, with a strong focus on professionalism and collaboration.

My day starts with…

A 5:30am trail run in the Kent countryside with my dog - the perfect way to energize and set the tone for the day ahead.

Written by Daniel

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