Daniel Imhof, MSc, CFA

Daniel Imhof, MSc, CFA is a seasoned senior leader with an extensive background in wealth and asset management, investment banking, and large-scale project management.

His expertise lies in financial markets, asset allocation, portfolio management, sustainable investing, business strategy, and global distribution of investment solutions.

With a proven track record of leadership and managing investment specialist teams across diverse client segments and global locations, Daniel is an accomplished investment expert.

He is a proficient communicator and a sought-after speaker for client events worldwide, relationship manager education, and prestigious Wealth Management Master programs at universities such as the University of Rochester and University of Bern.

Daniel's educational journey includes studying at renowned institutions like the CFA Institute, University of Rochester, University of Bern, and IMD Business School, covering areas such as finance, leadership, and economics.

Throughout his career, Daniel Imhof has held key leadership positions at reputable organizations like Credit Suisse, Schroders, and UBS, showcasing his strategic acumen and expertise in investment management.

His contributions as the Global Head of Investment Management & Client Coverage at Credit Suisse and roles in portfolio management, product development, and global sales emphasize his broad skill set and industry knowledge.