Daniel Morton is a Wealth Manager at NEBA Wealth Management and leads the firm’s Vietnam office. Based in Ho Chi Minh City since 2009, he has built his career advising expatriate and international clients across Asia, and has been instrumental in growing NEBA’s presence in the region since joining in December 2020.
Working with clients across the world, Daniel specialises in helping individuals and families preserve, grow and pass on their wealth through tailored investment and financial planning strategies. His areas of expertise include portfolio management, tax-efficient investing, retirement planning, cross-border pension planning, inheritance tax planning, offshore banking and trust structures, life and medical insurance, mortgages, education planning and succession planning.
Prior to joining NEBA, Daniel spent more than 12 years advising expatriate and international clients in Vietnam, progressing into senior management roles and building extensive experience in investment management, retirement planning and cross-border financial planning.
Daniel holds a degree in Business Administration from Glasgow Caledonian University and has received numerous five-star client reviews across LinkedIn and Trustpilot. Clients regularly highlight his professionalism, his responsiveness, and his ability to explain complex financial matters in a clear and practical way.
