ABOUT
ME

Passionate about Your Goals

Daniel specializes in delivering bespoke wealth management solutions to emerging high-net-worth individuals, families, and companies. His services cater to clients with a minimum of US$100,000 or TTD 500,000 in assets under management.

As the Founder and Consultant at WealthwithDaniel, Daniel leverages over a decade of expertise and an extensive network from his roles across the investment industry. He is a Director and International Portfolio & Wealth Manager at Admiral Capital, a Trinidad-based investment advisory and management firm, and the Chief Investment Officer at Legacy Wealth Management Ltd., a Cayman-based firm focused on alternative assets. His wealth management approach is holistic, targeting clients from Trinidad, the Caribbean, and the global diaspora.

Daniel’s expertise is highly sought after by emerging and high-net-worth families, businesses of all sizes, credit unions, and financial institutions. His unique background as a portfolio manager and multi-sector analyst enables him to craft personalized solutions for clients—whether their goals are retirement planning, asset-liability management, socially responsible investing, or navigating high- and low-risk strategies. Known for translating complex financial strategies into simplified, goal-oriented portfolios, Daniel offers immense value through his experience managing mutual funds, pensions, insurance portfolios, brokerage services, and proprietary investments.

Committed to providing exceptional service, Daniel adheres to the highest confidentiality and ethical standards in the industry, as outlined by the CFA® Code of Ethics.

When he's not immersed in market analysis on Bloomberg, Daniel indulges in his love for cooking, exploring diverse culinary delights, and cycling through scenic trails.

Qualifications

MSc. Investment Management from Cranfield School of Management, Cranfield University, United Kindgom (Top of class, 2016)
BBA Management and Finance from the University of Toronto, Canada (High distinction, 2013)
Chartered Financial Analyst® (2017)
Conduct and Practices Handbook Course (CPH®) (2023)
Chartered Alternative Investment Analyst® (2025)

My Approach

Let your Goals inform your investing strategy

Goal Planning

Prior to opening an investment account, each client has a goal planning session with Daniel. During this meeting, we review your profile, risk tolerance and your financial plan. We formally note your short term and long term financial goals and create a portfolio strategy, with built-in flexibility, to reach those goals.

Collaborative Model

I encourage clients to have multiple investment solution providers. I collaborate with many different firms to ensure our clients are gaining maximum value (even if the service is not with my affiliations). Holistic wealth management entails collaboration with accountants, lawyers, estate planners, financial planners and tax advisors.

Custom Portfolios

Investment portfolios should suit your needs. Your goal(s) timeline(s), risk tolerance and preferences informs your portfolio allocation. Many of our clients seek to maximize returns while others may apply religious or socially responsible screens to their portfolio.

Confidentiality & Transparency

Trust is the foundation of the financial services industry. I promise to keep your information highly confidential. Small details like your name, your portfolio performance and even the fact that you are a client are kept confidential.

I also promise to be transparent in all our dealings. This includes letting you know of any conflicts of interest (real or perceived), fee transparency as well as compensation arrangements.

ABOUT ME