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