Daniel Wüest
Director of Finance/CFO bei ARBONIA AG
Vermögen: 789 705 $ am 31.03.2024
Profil
Daniel Wüest is currently the Director at SwissHoldings and the Director at Swiss Finance Institute Alumni Association.
He is also the Chief Financial Officer at Arbonia AG since 2019 and the Institutional Asset Manager at Crossinvest SA since 2021.
In the past, Mr. Wüest worked as a Sales Trader at Faust Ventures AG from 2011 to 2013.
He also worked as a Sales Trading professional at Bank Vontobel AG (Research Firm).
From 1997 to 2014, he was an Account Manager & Member-Client Relationship at UBS Investment Bank AG.
Additionally, he served as an Institutional Sales Associate at Bank Sal.
Oppenheim jr.
& Cie.
(Switzerland) Ltd.
(Broker).
From 2011 to 2021, he worked as a Portfolio Manager at Actieninvest AG.
From 2014 to 2019, he was the Head-Mid-Market Advisory at UBS Switzerland AG.
Mr. Wüest holds an MBA from the University of Zurich.
Bekannte Unternehmensbeteiligungen
Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
---|---|---|---|---|
ARBONIA AG
0,08% | 31.12.2022 | 58 979 ( 0,08% ) | 789 705 $ | 31.03.2024 |
Aktive Positionen von Daniel Wüest
Unternehmen | Position | Beginn |
---|---|---|
ARBONIA AG | Director of Finance/CFO | 15.04.2019 |
Crossinvest SA
Crossinvest SA Investment ManagersFinance Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law. | Portfolio Manager-Equities | 01.05.2021 |
SwissHoldings
SwissHoldings Miscellaneous Commercial ServicesCommercial Services SwissHoldings operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors. The company is headquartered in Bern, Switzerland. | Director/Board Member | - |
Swiss Finance Institute Alumni Association | Director/Board Member | - |
Ehemalige bekannte Positionen von Daniel Wüest
Unternehmen | Position | Ende |
---|---|---|
Actieninvest AG
Actieninvest AG Investment ManagersFinance Actieninvest AG is a Swiss independent asset management company for private investors that provides wealth management services committed to clients' interests. The company is based in Zurich, Switzerland, and has subsidiaries in Switzerland. The company offers personal support and has extensive experience in the holistic management of fixed assets, ensuring a long-term relationship with clients. Actieninvest maintains excellent relationships with renowned Swiss banking institutions, offering clients permanently advantageous conditions for their personal investment. The company implements the jointly developed investment policy based on a limited administrative power of attorney, and the fee structure is simple and transparent. Actieninvest also provides holistic support to families, including the structuring and support of assets, administrative, accounting, and other supporting functions. The company was founded in 1987, and Claudio Pedrett has been the CEO of the company since 2001. | Analyst-Equity | 01.05.2021 |
UBS Switzerland AG
UBS Switzerland AG Regional BanksFinance Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The private company is based in Zurich, Switzerland. | Sales & Marketing | 02.01.2019 |
UBS Investment Bank AG
UBS Investment Bank AG Investment ManagersFinance Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner. | Corporate Officer/Principal | 01.01.2004 |
Bank Vontobel AG (Research Firm) | Institutional Sales | 23.01.2007 |
Faust Ventures AG
Faust Ventures AG Investment ManagersFinance Basinvest AG (Basinvest) is the asset management subsidiary of Actieninvest AG in Switzerland. Established in 2004, the firm is based in Zurich and specializes in asset management and fund management for private investors and institutional clients. Their flagship fund is Basicstar, a hedge fund registered in Liechtenstein. | Chief Executive Officer | - |
Ausbildung von Daniel Wüest
University of Zurich | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
ARBONIA AG | Producer Manufacturing |
Private Unternehmen | 9 |
---|---|
Faust Ventures AG
Faust Ventures AG Investment ManagersFinance Basinvest AG (Basinvest) is the asset management subsidiary of Actieninvest AG in Switzerland. Established in 2004, the firm is based in Zurich and specializes in asset management and fund management for private investors and institutional clients. Their flagship fund is Basicstar, a hedge fund registered in Liechtenstein. | Finance |
Crossinvest SA
Crossinvest SA Investment ManagersFinance Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law. | Finance |
Bank Vontobel AG (Research Firm) | Finance |
UBS Investment Bank AG
UBS Investment Bank AG Investment ManagersFinance Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner. | Finance |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) | Finance |
Actieninvest AG
Actieninvest AG Investment ManagersFinance Actieninvest AG is a Swiss independent asset management company for private investors that provides wealth management services committed to clients' interests. The company is based in Zurich, Switzerland, and has subsidiaries in Switzerland. The company offers personal support and has extensive experience in the holistic management of fixed assets, ensuring a long-term relationship with clients. Actieninvest maintains excellent relationships with renowned Swiss banking institutions, offering clients permanently advantageous conditions for their personal investment. The company implements the jointly developed investment policy based on a limited administrative power of attorney, and the fee structure is simple and transparent. Actieninvest also provides holistic support to families, including the structuring and support of assets, administrative, accounting, and other supporting functions. The company was founded in 1987, and Claudio Pedrett has been the CEO of the company since 2001. | Finance |
SwissHoldings
SwissHoldings Miscellaneous Commercial ServicesCommercial Services SwissHoldings operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors. The company is headquartered in Bern, Switzerland. | Commercial Services |
Swiss Finance Institute Alumni Association | |
UBS Switzerland AG
UBS Switzerland AG Regional BanksFinance Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The private company is based in Zurich, Switzerland. | Finance |