Daniel has advised wealthy European families for almost 20 years. He started as a private client lawyer in London before moving into private banking. Daniel has worked for Barclays, HSBC and Coutts in London and Zurich where he managed over USD 1.5 bn of assets for wealthy families.
He was a partner at a UK single family office and was involved in managing a sizeable private equity portfolio and listing a business on Euronext.
Realising there was a lack of independent, unbiased advice for wealthy clients, he founded The Blue House Group in 2020.
Daniel is a graduate of Cornell, UCL and Birmingham. He is a qualified solicitor (non practising) and has a Masters in Wealth Management. He is a CAIA Charter candidate.
Matthew Ruesch is a senior advisor to Blue House. He Co-Founder and Managing Partner of Broad Creek Capital, a family office. Prior to founding Broad Creek, Matt served as the head of strategy and a board director for a New York based technology company, and has also served as co-head of the investor relations and business development group for a global macro hedge fund. Previously, he practiced law in New York with a focus in corporate transactions.
Matt currently serves on the Board of Regents of Georgetown University and the Board of Directors of the Ruesch Family Foundation. He holds a BA from Georgetown University and a JD from Georgetown University Law Center.
Matt lives in Zurich, Switzerland with his wife and three children. He loves spending time with his family and is a diehard fan of Roger Federer and the Hoyas.
Craig is an industry veteran having spent 46 years in financial services.
He is a highly experienced equities and derivatives trader who has traded most liquid instruments. He previously worked for Schroder Securities and Morgan Stanley in London and Tokyo.
He has a deep understanding of global financial markets and navigated periods of volatility like Black Monday, the Japanese Asset Bubble, Black Wednesday, LTCM's implosion, the Great Financial Crisis and, more recently, the Covid pandemic.
Craig successfully founded, built up and sold two pioneering foreign exchange technology businesses to Equals Group PLC.
He remains Chairman of Equals Connect and lives with his family in London, UK.
Patrick is a Partner of ProMeritum Investment Management LLP, with responsibility for business development, marketing and investor relations.
Patrick has an intimate knowledge of how institutional and families manage and structure their portfolios across the US, Europe, and parts of Asia. Prior to joining ProMeritum, Patrick had over a decade of experience in similar roles in Europe and the United States raising capital, and structuring fund launches and trading listed funds across Europe and the US. Most recently Patrick spent seven years at First Trust Global Portfolios in London where he oversaw business development for Northern Europe. Prior to that he worked for First Trust in California for four years and spent two years as a client portfolio manager.
Patrick holds a Bachelor’s Degree (BA) with honours in Economics from Brown University where he was a member of the varsity football team. Patrick also holds a Master’s in Finance (MSc) from London Business School.
Patrick lives in the UK with his wife, four children and two dogs and is an avid sportsman, trying to find the time to play any sport he can when he can.
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