Daniel Trindade, ACSI

Private Wealth Director

With more than 10 years of experience in the Middle East, Daniel has helped clients from a variety of nationalities, always catering to their very specific needs, both current and future.

He believes in building long-lasting fiduciary relationships with his clients, as the family trusted advisor.

He specialises in retirement planning and execution, family wealth management and private banking solutions for high net worth clients. He loves tackling complex cases, where tax efficiency, wealth protection and succession planning are highly valued by clients.

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

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

South America
Europe Excluding UK
Middle East
Asia

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LinkedIn Profile

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 wealth in an efficient and diversified (very important) manner, but he has also taught me a lot along... Read Full Quote

Kauê Moncau Milanez

11/08/2022

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Knowing Daniel Personal and as a Professional I may highly recommend him. Before becoming my financial advisor, Daniel became a very close friend being neighbours for the last 2 years, our children playing together. When I see how well he takes care of his children, I praise myself he will take... Read Full Quote

Fabien Claeys

24/06/2020

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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 expat working abroad, we do need the kind of guidance and understanding that he offers towards... Read Full Quote

Rustnei Schmitz

21/03/2018

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