November 15, 2021

Daniel has more than 25 years of experience in the financial sector, and over 20 years in asset management. Having always worked on the buy-side, he was involved in the setting up and management of several equity and multi-asset funds. Daniel worked in the functions of Equity Analyst, Technical Analyst, Senior Portfolio Manager, and later as Chief Strategist and Chief Investment Officer (CIO). As CIO of Zurich based private bank Maerki Baumann, he was chairing the Investment Committee and responsible for the investment strategy of several different asset class-specific investment modules, while he chaired the Investment Committee at Zurich-based Falcon Private Bank in the position of Chief Strategist. He started his investment career at Bank Hofmann in Zurich, and held positions at Clariden Leu, Centrum Bank, Credit Suisse, Maerki Baumann, and Falcon Private Bank. Daniel holds a MA in General History and Economics at the University of Zurich (UZH) and is both a CFA and CMT charterholder.

Subscribe to our Newsletter

    Head Office

    Gotthardstrasse 14
    6300 Zug

    General enquiries
    St. Gotthard Wealth Ltd. (STGW) is licensed by the Swiss Financial Market Supervisory Authority FINMA as a Portfolio Manager and subject to ongoing supervision by the independent Swiss Supervisory Organization FINcontrol Swiss Ltd. STGW is a financial institution affiliated with FINcontrol Ltd. within the meaning of the Financial Institutions Act FINIG and is therefore subject to the ongoing supervision of FINcontrol Suisse Ltd. FINcontrol Suisse Ltd. is a supervisory organization within the meaning of the Financial Market Supervision Act. Our officially recognized ombudsman is Finanzombudsstelle Schweiz FINOS. UID/VAT: CHE-255.944.727 – LEI: 5067008Y90MI4N1PUU89 – GIIN: 7I025J.99999.SL.756 | © Copyright 2022 St. Gotthard Wealth. All rights reserved.