Daniel Aegerter's Location
Zurich, Switzerland
Daniel Aegerter's Work
- Market Head Netherlands @ Julius Baer
- Head Global Wealthy Families @ Julius Baer
- Head Sales Management Europe @ Julius Baer
- Head Multi-Custody Wealth Management @ Julius Baer
- CEO @ WMPartners Wealth Management Ltd.
- Member of the Executive Committee Switzerland, Head Key Clients Zuerich @ Julius Baer
- Deputy Head Zuerich Branch @ Societe Generale
- Portfolio Manager @ Citi
Daniel Aegerter's Education
- ZHAW School of Management and Law
CFP
1999 - 2002 - ZHAW School of Management and Law
Executive Master of Finance
1999 - 2002 - AZEK1992 - 1993
Daniel Aegerter's Skills
- Depotverwaltung
- Equities
- Bankwesen
- Equity
- Derivate
- Financial Markets
- Assetmanagement
- Festverzinsliche Werte
- Finanzmärkte
- Private Banking
Daniel Aegerter's Summary
Daniel Aegerter, based in Zurich, Switzerland, is currently a Market Head Netherlands at Julius Baer, bringing experience from previous roles at Julius Baer and WMPartners Wealth Management Ltd.. Daniel Aegerter holds a 1999 - 2002 CFP @ ZHAW School of Management and Law. With a robust skill set that includes Depotverwaltung, Equities, Bankwesen, Equity, Derivate and more, Daniel Aegerter contributes valuable insights to the industry. Daniel Aegerter has 1 email on RocketReach.
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