Daniel Afan-Williams

What is your average day like:‍

I usually get up at 05:30, do some exercise, then jump in my ice bath. After that, I get on to my emails and prepare my agenda for the day. If I'm working from home, I'll break the day up by walking or running with my dog. If I'm in the office, I'll try to get out in the evening to walk her.From 09:00 to 18:00, I will be in client meetings, typically reviews and referrals intertwined with project work and running the business. I tend to eat lunch as I work or over a one-to-one with my team.My day finishes around 20:00/20:30, when I'll eat dinner with my wife, try to wind down, and prepare for a well-earned sleep.4o game on.

What do you like most about your job?

‍I love complex tasks and the collective team approach to resolving them. I'm a people person and enjoy spending time with my clients and colleagues.

How long have you worked in Financial Services

15 years

Meet Daniel

What Daniel's Client Have to Say

Peter

I was facing an increasingly complex tax situation due my investments. Daniel created strategies for my employee equity taking into account my goals and tax considerations. I think of him as a partner

Daniel is one of the most experienced advisers in the Trusted Advisor network, with over 15 years in the financial services industry. Throughout his career, Daniel has held prestigious roles at Bloomberg and Goldman Sachs and served as Chief Advisory Officer at a large advisory firm before founding his own company, Atlas Wealth.

Expertise and Services

Daniel specialises in providing tailored financial advice to individuals, families, and businesses. His services include:

Comprehensive wealth management
Retirement planning
Investment strategy and portfolio management
Tax-efficient planning
Estate and succession planning

Professional Journey

Daniel’s extensive experience in financial services has equipped him with deep insights into global markets and client-focused financial strategies. His leadership experience as Chief Advisory Officer has further refined his ability to deliver high-quality advice and innovative solutions to his clients.

Client-Centred Approach

Daniel is dedicated to building trusted, long-term relationships with his clients. By understanding their unique goals and circumstances, he provides personalised financial plans that adapt to changing priorities over time.

Commitment to Excellence

As the founder of Atlas Wealth, Daniel continues to bring his wealth of experience and expertise to his clients, empowering them to make informed financial decisions and achieve their financial aspirations with confidence.

Founder - Atlas Wealth (2024)Chief Advisory Officer - Apollo Private Wealth (2018-2024)Private Wealth Manager - Goldman Sachs (2012 -2018)Financial Products - Bloomberg (2012)

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.