Daniel Basic

Manager - Portfolio Risk & Operations

Daniel joined Akambo in 2013 and has been integral to the firm’s growth ever since. Starting his career with Akambo in its early years, Daniel has evolved alongside the business, leading key systems and platform transitions while developing deep operational expertise. He now heads the Portfolio Operations Team, overseeing the integrity of portfolio activity and ensuring investment strategies align with each client’s goals.

Daniel plays a dual role, balancing operational oversight with risk management responsibilities across the Investment Team. He monitors asset exposure, ensures regulatory alignment, and works closely with compliance, portfolio managers, and back-office functions to maintain performance and efficiency. With a strong understanding of markets, products, and platforms, Daniel brings a sharp eye for detail and a steady hand to the heart of Akambo’s investment operations. He is also a key member of the Akambo Investment Committee.

Outside of the office, Daniel enjoys spending time with his family and staying active at the gym. He’s also a proud Manchester United fan, despite the last decade of disappointment.

Daniel’s qualifications include:

Bachelor of Economics

Why
Akambo?

More Clients,
Less Complexity

Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.

Robust, Disciplined
Investment Process

Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.

Customisation and
Responsiveness

Portfolios tailored to your firm, backed by proactive communication.

Full Visibility &
Direct Ownership

Clients retain direct ownership of investments. Complete transparency and dependable communication.

Proven
Track Record

A disciplined process and an investment team managing portfolios since 2007.

Ready to scale with Akambo?

We partner with advice firms ready to scale with a smarter investment solution for their clients.

Fill out the form, and our team will contact you to discuss how we can support your growth.