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Private Wealth Director
Licensed in the US and holding UK Level 3 qualifications, Daniel brings over 11 years of experience from the Middle East and is now based in Spain.
He has worked with clients of many different nationalities, tailoring his advice to their unique current and future needs. Daniel is committed to building long-term fiduciary relationships, serving as a trusted family advisor. He specialises in retirement planning and private banking solutions for high-net-worth individuals.
He thrives on complex cases where clients place a premium on tax efficiency, wealth protection, and succession planning.
Areas of Expertise
Qualifications & Awards
Series 65 Licensed Investment Adviser
Level 3 Certificate in Wealth & Investment Management
Award in Risk in Financial Services
Certificate in Securities
The UAE Financial Rules and Regulations
Diploma in Mechanical Engineering
Regions Covered
A few years ago, I was referred to Daniel for a get-to-know meeting. I really liked his transparency from the very 1st minute. Felt quite comfortable. He has not only helped me build... Read Full Quote
Knowing Daniel Personal and as a Professional I may highly recommend him. Before becoming my financial adviser, Daniel became a very close friend being neighbours for the last 2 years, our children... Read Full Quote
Mr. Daniel Trindade is a truly great professional. His ability to inspire confident and trustworthy advice is remarkable, especially in a world where advice seems to be careless and impersonal. As an... Read Full Quote