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Daniel Trindade
ACSI, Series 65

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

  • Retirement Planning
  • Succession Planning
  • Tax Planning
  • Tax Structuring
  • Wealth Management
  • International Savings & Investment Options
  • Investment Review
  • Private Banking Advice
  • Property Portfolio Advice
  • Insurance & Family Protection
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning
  • Complex Multi-Jurisdictional Financial Planning
  • Cashflow Forecasting & Modelling

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

  • US
  • South America
  • Europe Excluding UK
  • Middle East
  • Asia

Recognition