Daniel Imhof, MSc, CFA

Managing Director Global Head Investment Management

Daniel Imhof, MSc, CFA is a seasoned senior leader with extensive experience in wealth and asset management, investment banking, and large-scale project management. He currently holds the position of Global Head Investment Management at Credit Suisse and is a voting member of the Credit Suisse Global Investment Committee.3

Professional Experience

Daniel has an impressive career trajectory in the financial sector:

Credit Suisse: He currently serves as the Global Head of Investment Management, where he is responsible for providing contract-based advisory and discretionary investment solutions to Global Wealth Management clients.2
Schroders Investment Management: Previously, he held the position of Head of Global Sales and Chairman of the Global Intermediary Management Team.1
UBS Wealth Management: He worked as Managing Director and Global Head of Portfolio Specialists, overseeing the distribution of contract-based investment solutions, funds, and alternative investments across all Wealth Management client segments and booking centers worldwide (excluding the US).1

Expertise and Skills

Daniel's expertise lies in:

Financial markets
Asset allocation
Portfolio management
Sustainable investing
Business strategy
Global distribution of investment solutions

He is known for his proficient communication skills and is a sought-after speaker for client events worldwide, relationship manager education, and prestigious Wealth Management Master programs at universities.

Education

Daniel Imhof has a strong educational background, including:

Chartered Financial Analyst (CFA) certification from the CFA Institute
Master's degree from the University of Zurich
Additional studies at the University of Rochester, University of Bern, and IMD Business School1

His educational focus has been on finance, leadership, and economics, which has contributed to his comprehensive understanding of the financial industry.

Throughout his career, Daniel Imhof has demonstrated his strategic acumen and expertise in investment management, making him a respected figure in the global financial sector.