Daniel Peier
Founder | Senior Relationship Manager

Daniel views his role as a door opener in Wealth Management, mainly for private individuals, both domestically and internationally. His language skills are a great asset in this regard. With his extensive knowledge, he brings a unique perspective to LeoVest.

Daniel holds a degree as an Investment and Financial Expert, is a holder of the Diploma of Advanced Studies in Banking (DAS) from the University of Bern, and is finalizing his education at the Zurich University of Teacher Education to become a vocational school teacher for business and law.



Areas of Expertise

  • Client Relationship Management
  • Portfolio Management
  • Family Office Services
    Market Focus: Latin America, DACH region
  • Language skills: German, English, French, Spanish, Portuguese

Curriculum Vitae

    Work experience
  • 2024-LeoVest Partners AG, Founder, Senior Relationship Manager
  • 2009-2023Platform for external asset managers, Client Relationship Manager
  • 2005-2009UBS AG, Zurich
  • 2002-2005Lloyds TSB Bank plc, Zurich
  • 1996-2002BNP Paribas, Geneva/Zurich
  • 1991-1996UBS AG, Zurich/London

Publication

  • 2008Socially responsible investments in Brazil - Benefits and limitations of investments in water and ethanol, Hauptverlag Bern
Please use a modern web browser