Daniel Rickard

Role Focus

Financial Adviser

I work with individuals, families, and decision-makers to turn financial complexity into clear, practical long-term strategy. My approach combines disciplined portfolio thinking with strong governance and decision accountability.

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Advisory Capabilities

  • Portfolio construction aligned to real objectives, constraints, and risk tolerance.
  • Investment committee design, governance frameworks, and policy discipline.
  • Coordination across tax, legal, lending, and banking for cohesive outcomes.
  • Long-term strategy for UHNW individuals and multi-entity family structures.

Relevant Projects

Illuminvest

Investment-facing brand and service context aligned with advisory outcomes.

LinkedIn

Career history, governance experience, and advisory leadership track record.

Luminair

Strategic platform supporting the systems and execution layer behind advice.