- Dan joined De Lisle in May 2024 as an investment analyst to capitalise on his knowledge of the US market and, in particular, small-cap companies.
- He began his career in financial services in 2017 at an IFA in Edinburgh before joining Investec (now part of Rathbones) in 2020 as an Associate Investment Manager and latterly a Fund Research Analyst specialising in US fund selection.
- Issy is a chartered accountant (ICAEW) who previously worked at a top 10 audit firm RSM as an audit manager specialising in financial services in Jersey.
- As well as investment accounting, Issy’s work includes delivery of De Lisle’s strategic growth plan, analyses of the fund performance and oversight of outsourced partner relationships.
De Lisle outsources non-core functions to best-in-class service providers, allowing the team to focus on investment management and business operation.