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„An investment strategy is the implementation of common goals and visions.“

Daniel Waldmeier, Swiss Certified Financial Analyst and Asset Manager | Swiss Certified Expert for Accounting and Controlling

Daniel Waldmeier has more than 30 years’ experience in international banking and finance as analyst, portfolio manager and client advisor. During this time he has accrued a broad understanding of all key financial instruments and their use in diverse investment strategies. His experience is long-established in the fields of enterprise valuation, financial analysis, financial reporting and controlling. He was head of international portfolio management at a Swiss private bank.

Daniel Waldmeier councils both demanding private and institutional clients in all questions of capital formation and the definition of appropriate, customized investment strategies through diverse life cycles. As part of asset management he heads the investment office and is responsible for the investment decision process, business analysis and the valuation of financial instruments within the framework of investment strategies.

Practice Areas

  • Portfolio management
  • Investment Office
  • Fundament and Technical Stock Analysis
  • Enterprise Valuations
  • Investment Strategies
  • Business Analysis
  • Investment Decision Process
  • Analysis of Financial Instruments

Education

  • Swiss Certified Financial Analyst and Asset Manager 1994
  • Certified EFFAS Financial Analyst 1994
  • Swiss Certified Expert for Accounting and Controlling 2013

Languages

German | English

Memberships

  • Swiss Association of Asset Managers (SAAM)
  • Swiss Professional Association for Accountancy, Controlling and Financial Reporting

Contact Information

Baryon AG
Weisses Schloss
General Guisan-Quai 36
CH-8002 Zürich

Telephone: +41 44 206 20 50
Fax Number: +41 44 201 90 89


Email Address: daniel.waldmeier@baryon.com

Last Changed February 13, 2019