Daniel Aegerter
Corporate Officer/Principal presso Bank Julius Bär & Co. AG
Provenienza dei contatti di primo grado di Daniel Aegerter
Entità | Tipo di entità | Settore Industriale | |
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Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.
43
| Subsidiary | Investment Managers | 43 |
WMPartners Vermögensverwaltungs AG
WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making.
5
| Extinct | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel Aegerter tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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GAM Investment Management (Switzerland) AG
GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
GAM HOLDING AG | Investment Managers | Director of Research - Equity Director/Board Member | |
Banque Pictet & Cie SA
Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans. | Investment Managers | Chief Investment Officer | |
Vontobel Asset Management AG
Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Credit Suisse AG
Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Comptroller/Controller/Auditor Portfolio Manager-Equities | |
Bellevue Asset Management AG
Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG. | Investment Managers | Portfolio Manager-Equities | |
Fitch Ratings Ltd.
Fitch Ratings Ltd. Investment ManagersFinance Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings. | Investment Managers | Analyst-Fixed Income | |
LGT Capital Partners (FL) AG
LGT Capital Partners (FL) AG Investment ManagersFinance LGT Capital Partners (FL) AG (LGT CP) is the alternative investment management subsidiary of LGT Capital Partners AG, itself a subsidiary of the Prince of Liechtenstein Family’s LGT Group Foundation. Established in 1998, the firm is located in Vaduz and provides asset management services to national and local government pension funds, corporate pension funds, sovereign wealth funds, insurance companies, foundations, endowments and banks. They provide alternative investment solutions to institutional investors through a broad range of fund of funds programs and align interests by investing substantial proportions of their own assets in the same programs as clients. The LGT Group also invests a significant part of their proprietary capital in the firm's investment programs. | Investment Managers | Portfolio Manager-Fixed Income | |
Credit Suisse Securities (Europe) Ltd.
Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
University of Zurich | College/University | Graduate Degree Doctorate Degree | |
Swiss Federal Institute of Technology | College/University | Graduate Degree | |
University of Lausanne | College/University | Undergraduate Degree | |
IMPLENIA AG | Engineering & Construction | Investor Relations Contact | |
International Institute for Management Development | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Kepler Cheuvreux SA (Switzerland)
Kepler Cheuvreux SA (Switzerland) Investment Banks/BrokersFinance Kepler Cheuvreux SA (Switzerland) (Kepler Cheuvreux Switzerland) is the Swiss broker/dealer division of Kepler Cheuvreux SA in France. The firm was founded in 1999 and is headquartered in Zurich. Kepler Cheuvreux Switzerland provides execution services platform that supports Equities, Fixed Income, Derivatives, ETFs, and Convertible Bonds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Bank Julius Baer & Co. AG (Guernsey Branch)
Bank Julius Baer & Co. AG (Guernsey Branch) Investment ManagersFinance Bank Julius Baer & Co. AG provide banking and investment services. The Company is headquartered in St Peter Port, GU. | Investment Managers | Chief Executive Officer | |
Hoehere Wirtschafts & Verwaltungsschule | College/University | Undergraduate Degree | |
Swiss Bankers Association
Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Valterna AG
Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Investment Managers | Chief Investment Officer | |
Schweizerische Rückversicherungs-Gesellschaft AG (Invt Port)
Schweizerische Rückversicherungs-Gesellschaft AG (Invt Port) Investment ManagersFinance Schweizerische Rückversicherungs-Gesellschaft AG (Invt Port) (Swiss Re IP) is the investment portfolio division of Schweizerische Rückversicherungs-Gesellschaft AG (Swiss Reinsurance Co., Ltd.) itself a subsidiary of Swiss Re AG (SW: SREN) in Switzerland. Based in Zurich, the Swiss Re Group was established in 1863 and provides wholesale reinsurance, insurance and other insurance-based forms of risk transfer to insurance companies, corporations and public sector entities. Swiss Re IM optimizes risk-adjusted investment returns within defined risk limits for the Group’s Business Units, Reinsurance, Corporate Solutions and Admin Re. They are a socially responsible investor which has a strategic approach in place to define and drive key activities across the firm. They have a special focus on climate change and are a signatory to the UN Global Compact. | Investment Managers | Analyst-Equity | |
JULIUS BÄR GRUPPE AG | Financial Conglomerates | Director/Board Member Director of Finance/CFO Chief Investment Officer Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
UBS UK Properties Ltd.
UBS UK Properties Ltd. Major BanksFinance Part of UBS Group AG, UBS UK Properties Ltd. is a company that engages in holding and management of property interests. The company is based in London, UK and was founded in 1980. | Major Banks | Corporate Officer/Principal | |
The Stock Exchange of Hong Kong Ltd.
The Stock Exchange of Hong Kong Ltd. Investment Banks/BrokersFinance HKEx is the holding company of The Stock Exchange of Hong Kong Limited, Hong Kong Futures Exchange Limited and Hong Kong Securities Clearing Company Limited. It brings together the market organisations which have transformed Hong Kong's financial services industry from a domestically focused market to become a central market place in Asia attracting investment funds from all over the world. HKEx was listed in June 2000 following the integration of Hong Kong's securities and derivatives markets. As a market-driven organisation, answerable to its shareholders, HKEx competes vigorously for opportunities in the region and around the world. HKEx's operations are organised into focused units, directly supervised and controlled by management and the board of directors. The board, the highest decision-making body, determines HKEx's objectives, missions, strategies, policies and business plan and monitors their implementation by management. In its role as the operator and frontline regulator of the central securities and derivatives marketplace in Hong Kong, HKEx regulates listed issuers; administers listing, trading and clearing rules; and provides services, primarily at the wholesale level, to customers of the exchanges and clearing houses, including issuers and intermediaries - investment banks or sponsors, securities and derivatives brokers, custodian banks and information vendors - who service the investor directly. These services comprise trading, clearing and settlement, depository and nominee services, and information services. | Investment Banks/Brokers | Chief Executive Officer | |
Mckinsey & Co., Inc. (Switzerland) | Corporate Officer/Principal | ||
Hong Kong Metropolitan University | College/University | Doctorate Degree | |
Verbier Festival | Investment Trusts/Mutual Funds | Director/Board Member | |
PATRIMONIUM PROPERTY ADVISORS - SWISS REAL ESTATE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
SWISS RE LTD | Multi-Line Insurance | Director of Finance/CFO | |
Banque Pictet & Cie SA (Investment Management) | Investment Managers | Chief Investment Officer | |
Jefferies International Ltd.
Jefferies International Ltd. Investment Banks/BrokersFinance Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
Bank Julius Baer & Co. Ltd. (Hong Kong)
Bank Julius Baer & Co. Ltd. (Hong Kong) Investment ManagersFinance Bank Julius Baer & Co. Ltd. (Hong Kong) (Julius Baer-Hong Kong) is the Hong Kong-based wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Bär Gruppe AG (SWX: BAER), a private banking corporation headquartered in Switzerland. Founded in 2010, Julius Baer-Hong Kong provides comprehensive investment advisory services. | Investment Managers | Chief Executive Officer | |
Bank Julius Bär & Co. AG (Research Firm)
Bank Julius Bär & Co. AG (Research Firm) Investment ManagersFinance Bank Julius Bär & Co. AG (Research Firm) is the investment research division of Bank Julius Bär & Co. AG, which is owned by Julius Bär Group AG (SWX: BAER) in Switzerland. Headquartered in Zurich, the firm provides information and investment research content on equities, fixed income, currencies and commodities. | Investment Managers | Director of Research - Equity Chief Executive Officer Corporate Officer/Principal | |
Bank J. Safra Sarasin AG (Investment Management)
Bank J. Safra Sarasin AG (Investment Management) Investment ManagersFinance Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients. | Investment Managers | Analyst-Equity | |
ISREC Foundation
ISREC Foundation Miscellaneous Commercial ServicesCommercial Services ISREC Foundation provides resources to support translational cancer research projects. The non-profit company is based in Epalinges, Switzerland. | Miscellaneous Commercial Services | Director/Board Member | |
Association of Swiss Asset & Wealth Management Banks | Investment Managers | Director/Board Member Director/Board Member | |
Sun Hung Kai Securities Ltd. (Tokyo)
Sun Hung Kai Securities Ltd. (Tokyo) Investment Banks/BrokersFinance Part of Allied Group Ltd., Sun Hung Kai Securities Ltd. is a securities brokerage firm based in Tokyo, Japan. The Japanese company provides securities brokerage services. | Investment Banks/Brokers | Director/Board Member | |
Stiftung Für Angewandte Krebsforschung | Chairman | ||
Swiss Structured Products Association | Director/Board Member | ||
Wergen & Partner Vermögensverwaltungs AG
Wergen & Partner Vermögensverwaltungs AG Financial ConglomeratesFinance Wergen & Partner Vermögensverwaltungs AG provides asset management services to private and institutional clients. The company was founded by Manfred Wergen and is headquartered in Wilen bei Wollerau, Switzerland. | Financial Conglomerates | Chairman | |
Bank Julius Bär & Co. Ltd. /CH/
Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009. | Major Banks | Director of Finance/CFO Chief Investment Officer Chief Executive Officer | |
Julius Bär Foundation
Julius Bär Foundation Investment ManagersFinance Julius Baer Foundation is an international wealth management company based in Zurich, Switzerland. The company is known for its solid Swiss heritage and is considered the international reference in wealth management. Laura Hemrika has been the CEO of the private company since 2023. | Investment Managers | Director/Board Member | |
Gam Switzerland Ltd. | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Svizzera | 38 |
Regno Unito | 7 |
Hong Kong | 4 |
Germania | 3 |
Liechtenstein | 2 |
Settori
Finance | 35 |
Consumer Services | 7 |
Commercial Services | 4 |
Miscellaneous | 3 |
Industrial Services | 2 |
Posizioni
Analyst-Equity | 32 |
Director/Board Member | 28 |
Portfolio Manager-Equities | 24 |
Corporate Officer/Principal | 24 |
Chief Executive Officer | 13 |
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