Dylan Samuel joined Lombard Odier in December 2016 as an Executive Vice President. Prior to joining Lombard Odier, Dylan spent 13 years at J.P.Morgan Private Bank. Dylan worked in both the Geneva and London offices for J.P.Morgan and in his last role headed a team of five relationship managers focusing on Entrepreneurs, UK financial professionals and family offices. Dylan holds a Masters in Mechanical Engineering (MEng) from the University of Bath. He also holds the Investment Management Certificate (IMC). Dylan is a Chartered Fellow of the Securities and Investment Institute (CISI). Dylan is a real proponent of responsible capital and sustainable investment. Outside the office Dylan enjoys spending time with his young family and sports (rowing, cycling and triathlon).

Daniel has over 15 years’ experience working with global UHNW families and family offices. He has specific expertise supporting HNW families and family offices implement and manage effective family succession planning solutions.

Joe specialises in advising HNW individuals and families with an international aspect to their tax affairs. This includes advising UK resident but non-UK domiciled individuals as well as international families investing into the UK.

He has particular experience in advising private equity executives and family offices on their personal holding structures taking into account their exposure to UK taxes (CGT and IHT).