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Dan Thompson

Head of LIFT-Invest

Dan Thompson
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The Investment Committee: Dan plays a key role in the development and management of the committee

Dan Thompson, CFA is the Head of LIFT-Invest plc. In this role, he leads the investment team, frequently presents to clients and advisers, and manages investment portfolios effectively to achieve clients’ financial objectives. Dan has worked with the Investment Committee at LIFT since 2017, occupying a number of different posts in that time, and has played a key role in the development of LIFT-Invest, which now manages over £500m of discretionary assets.

Dan is keen to impart valuable financial market insights to his clients and, as well as writing investment market commentaries records a monthly podcast made available on Spotify. On his investment podcast, Dan provides his thoughts on topical market events and regularly invites fund managers and guest speakers to share their views.

Citywire Wealth Manager recognised Dan as one of the ‘2023 Top 30 under 30′, which showcases the best young talent in today’s industry. Dan is a CFA Charterholder and has attained the IMC from CFA UK and the Certificate in ESG Investing from the CFA Institute.

LIFT-Invest is a trading style of LIFT-Invest Limited – registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR.

LIFT-Invest Limited is authorised and regulated by the Financial Conduct Authority. Registration number 758465. The value of investments may go down as well as up.