Bank
Our cash account is a foundation for your private banking experience, providing you with flexibility, accessibility and control of multiple currencies, fixed deposits and global money transfers
During his 30-year banking career, Daniel has served variously as senior executive, CEO and director of renowned banking institutions such as Julius Bär, EFG International and Falcon Private Bank in Switzerland and the United Kingdom. He has extensive and attestable experience and expertise in client relationship management, business turnarounds, mergers & acquisitions, culture changes, regulatory remediations, compliance / KYC / AML, corporate governance, and C-suite strategic decision-making.
Daniel holds a MSc (Natural Sciences) from Eidgenössische Technische Hochschule (ETH) Zürich, an Executive MBA from University of Zürich, a Financial Analyst and Portfolio Manager Diploma from Swiss Financial Analysts Association (SVAA), and a Certified European Financial Analyst (CEFA) Diploma from the European Federation of Financial Analysts Societies (EFFAS).