Daniel Portmann Email

Stv. Bereichsleiter and Senior Relationship Manager | Direktor @ LGT Private Banking

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Daniel Portmann Location

Switzerland

Daniel Portmann Work

2026 - now Stv. Bereichsleiter and Senior Relationship Manager | Direktor @ LGT Private Banking
2024 - 2025 Desk Head and Senior Relationship Manager and Managing Director @ LGT Private Banking
2022 - 2023 Senior Relationship Manager and Managing Director @ LGT Private Banking

2019 - 2021 Desk Head and Senior Relationship Manager and Managing Director @ LGT Private Banking
2018 - 2019 Senior Client Advisor UHNW and Director @ UBS Group AG
2016 - 2017 Head Wealth Management Emmental and Director @ UBS Group AG
2016 - 2016 Head Wealth Management Emmental and Berner Oberland and Director @ UBS Group AG
2011 - 2016 Head Wealth Management Emmental-Oberaargau and Director @ UBS Group AG
2007 - 2010 Desk Head Wealth Management Burgdorf @ UBS Group AG
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2005 - 2006 Client Advisor HNW Burgdorf @ UBS Group AG
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Daniel Portmann Education

Universität Bern
CAS in Entrepreneurship
2014 - 2015
HFS Bern
eidg. Fachausweis als Finanzplaner
2001 - 2004
Kaufmännische Berufsschule Burgdorf
1985 - 1988

Schweizerische Bankgesellschaft Burgdorf
Banklehre
1985 - 1988

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Daniel Portmann Summary

Daniel Portmann, based in Switzerland, is currently a Stv. Bereichsleiter and Senior Relationship Manager | Direktor at LGT Private Banking. Daniel Portmann brings experience from previous roles at LGT Private Banking and UBS. Daniel Portmann holds a 2014 - 2015 CAS in Entrepreneurship @ Universität Bern. Daniel Portmann has 3 emails on RocketReach.

Daniel Portmann Emails

Found 3 emails

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