Daniel Wüest
Director of Finance/CFO presso ARBONIA AG
Patrimonio netto: 814 473 $ in data 29/02/2024
Profilo
Daniel Wüest holds the position of Chief Financial Officer for Arbonia AG and Institutional Asset Manager at Crossinvest SA. He is also on the board of SwissHoldings and Swiss Finance Institute Alumni Association.
In the past he was Portfolio Manager at Actieninvest AG and Chief Executive Officer of Faust Ventures AG (a subsidiary of Actieninvest AG), Account Manager & Member-Client Relationship at UBS Investment Bank AG, Sales Associate for Bank Sal.
Oppenheim jr.
& Cie.
(Switzerland) Ltd.
(Broker), Head-Mid-Market Advisory at UBS Switzerland AG and Sales Trading at Bank Vontobel AG (Research Firm).
He received an MBA from the University of Zurich.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
ARBONIA AG
0.08% | 31/12/2022 | 58 979 ( 0.08% ) | 814 473 $ | 29/02/2024 |
Posizioni attive di Daniel Wüest
Società | Posizione | Inizio |
---|---|---|
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 | - |
Precedenti posizioni note di Daniel Wüest
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Daniel Wüest
University of Zurich | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
ARBONIA AG | Producer Manufacturing |
Aziende private | 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 |