Daniel Aegerter
Corporate Officer/Principal chez Bank Julius Bär & Co. AG
Profil
Daniel A.
Aegerter is currently the Head of Special Clients at Bank Julius Bär & Co. AG since 2022.
Previously, he worked as the CEO, Head of Relationship Management & Partner at WMPartners Vermögensverwaltungs AG from 2015 to 2017.
Postes actifs de Daniel Aegerter
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | 01/01/2022 |
Anciens postes connus de Daniel Aegerter
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Général | 28/12/2017 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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. | Finance |
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. | Finance |
