Daniel Imhof

Angestellt, Global Head Investment Management & Client Coverage, Credit Suisse International
Zurich, Switzerland

Fähigkeiten und Kenntnisse

Leadership
Strategic Asset Allocation
Portfolio Construction & Portfolio Management
Product Development
Behavioral Finance
Extensive Networks (Banking & Finance; CFA Society
Sales & Distribution

Werdegang

Berufserfahrung von Daniel Imhof

  • Current 6 years and 2 months, since Apr 2020

    Global Head Investment Management & Client Coverage

    Credit Suisse International

  • 4 months, Jan 2020 - Apr 2020

    Head Wealth Solutions & Platinum Portfolio Management / Dep.Head Investment Mgmt

    Credit Suisse

  • 3 months, Nov 2019 - Jan 2020

    Head Global Platinum Solutions&Client Services / Dep.Head Investment Management

    Credit Suisse

  • 2 years and 6 months, May 2017 - Oct 2019

    Head of Global Sales / Chairman of Global Intermediary Management Team

    Schroders Investment Management

  • 2 years and 1 month, May 2015 - May 2017

    Managing Director, Global Head Portfolio Specialists

    Investment Products & Services, UBS Wealth Management

    Global responsibility for distribution of all contract-based investment solutions as well as funds & alternative investments across all Wealth Management client segments and booking centers worldwide (exUS)

  • 4 years, May 2011 - Apr 2015

    Managing Director, Global Head Mandate Specialists, Investment Management

    UBS AG, Wealth Management International

    Global responsibility for distribution of managed investment portfolios across all Wealth Management client segments and booking centers (exUS)

  • 2009 - 2011

    Head Product Management & Development, Investment Management

    UBS AG, Wealth Management International

    Responsibility for developing and managing investment solutions for Wealth Management clients across all segments in booking center Switzerland

  • 2007 - 2009

    Head PM Relative Return Mandates, Investment Solutions

    UBS AG, Wealth Management International

    Global responsibility for distribution of managed investment portfolios across all Wealth Management client segments and booking centers (exUS)

Ausbildung von Daniel Imhof

  • 6 months, Oct 2015 - Mar 2016

    Senior Leadership Program

    International Institute for Management Development (IMD)

  • 2 years and 6 months, Mar 2015 - Aug 2017

    Finance

    University of Rochester

  • 2 years and 6 months, Mar 2015 - Aug 2017

    Finance

    University of Bern

  • 2014 - 2014

    International Wealth Management Retreat

    SFI Swiss Finance Institute

  • 2007 - 2014

    Various Leadership Programs

    UBS Business University

  • 2002 - 2002

    Advanced Business English & Negotiation Skills

    CES New York (USA)

  • 2001 - 2004

    Chartered Financial Analyst

    CFA Institute, Charlottesville (USA)

  • 2000 - 2001

    Financial Mathematics & Statistics

    IFZ - Institut fuer Finanzdienstleistungen Zug

  • 1994 - 1999

    Master of Arts

    University of Zurich

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • French

    B1-B2 (Gute Kenntnisse)

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