Danielle Hodgson

Claywords: financial markets, portfolio management, wealth advice, high-net-worth clients, family offices, NGOs, private health insurance, systematic asset allocation, board experience, UBS, Crestone Wealth Management, Phoenix Health Fund

Danielle Hodgson has spent the last two decades developing her expertise in financial markets, drawing on her knowledge to provide sound wealth advice and portfolio management services to individuals and organizations alike. With a decade at UBS under her belt, Danielle knows how to keep clients satisfied with her seamless navigation of volatile markets and systematic asset allocation strategies. Her ability to leverage 18 specialists within her investment products and services team ensures that she can manage relationships with the highest level of service.

Outside of finance, Danielle has a passion for making a difference in the nonprofit sector. Her experience on the boards of NGOs and as a non-executive director at Phoenix Health Fund has personalized her understanding of the priorities and complexities of private health insurance. Danielle's unique skill set as an experienced investment adviser translates well into her work on these boards. She obtained a company director's course at the Australian Institute of Company Directors and holds a graduate diploma of applied finance, further demonstrating her commitment to professional development.