
"It is the little things that make things perfect, but perfection is no small thing" — Leonardo da Vinci
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.
Contact
Tel. +41 58 513 89 84 / Zürich
daniel.peier@leovest.com
LinkedIn
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
- 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