Daniel Egger
Chief Investment Officer at St. Gotthard Fund Management AG
Profile
Mr. Daniel Egger, CFA, is a Chief Investment officer & Partner at St. Gotthard Wealth AG.
Mr. Egger was previously worked in the functions of Equity Analyst, Technical Analyst, Senior Portfolio Manager, and later as Chief Strategist and Chief Investment Officer (CIO).
As CIO of Zurich based private bank Maerki Baumann, he was chairing the Investment Committee and responsible for the investment strategy of several different asset class-specific investment modules, while he chaired the Investment Committee at Zurich-based Falcon Private Bank in the position of Chief Strategist.
He started his investment career at Bank Hofmann in Zurich, and held positions at Clariden Leu, Centrum Bank, Credit Suisse, Maerki Baumann, and Falcon Private Bank.
He received his graduate degree from the University of Zurich.
Daniel Egger active positions
| Companies | Position | Start |
|---|---|---|
St. Gotthard Fund Management AG
 St. Gotthard Fund Management AG Investment ManagersFinance St. Gotthard Wealth AG provides investment advice. The private company is based in Gurtnellen, Switzerland. and has subsidiaries in Cayman Islands. The Swiss company was founded in 2019 by Stefan Bollhalder. Stefan Bollhalder has been the CEO since 2019. | Chief Investment Officer | 31/07/2020 |
Former positions of Daniel Egger
| Companies | Position | End |
|---|---|---|
Maerki Baumann & Co. AG
 Maerki Baumann & Co. AG Investment ManagersFinance Maerki Baumann & Co. AG (Maerki Baumann) is a family-owned private Swiss bank which was founded in 1932. Headquartered in Zurich with an office in Lugano, the firm provides wealth management and investment advisory services to high-net worth private and institutional clients. Maerki Baumann & Co. AG offers institutional clients a number of select services, including custodian services for Swiss-based investment fund companies, internet access to international securities exchanges, support and placement agency for private placements, IPO support for Swiss companies and brokerage and procurement of resources for mandate management. | Corporate Officer/Principal | 30/09/2017 |
Credit Suisse AG
 Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Corporate Officer/Principal | 30/04/2010 |
Training of Daniel Egger
| University of Zurich | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Maerki Baumann & Co. AG
Maerki Baumann & Co. AG Investment ManagersFinance Maerki Baumann & Co. AG (Maerki Baumann) is a family-owned private Swiss bank which was founded in 1932. Headquartered in Zurich with an office in Lugano, the firm provides wealth management and investment advisory services to high-net worth private and institutional clients. Maerki Baumann & Co. AG offers institutional clients a number of select services, including custodian services for Swiss-based investment fund companies, internet access to international securities exchanges, support and placement agency for private placements, IPO support for Swiss companies and brokerage and procurement of resources for mandate management. | Finance |
Credit Suisse AG
Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Finance |
St. Gotthard Fund Management AG
St. Gotthard Fund Management AG Investment ManagersFinance St. Gotthard Wealth AG provides investment advice. The private company is based in Gurtnellen, Switzerland. and has subsidiaries in Cayman Islands. The Swiss company was founded in 2019 by Stefan Bollhalder. Stefan Bollhalder has been the CEO since 2019. | Finance |
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