Team overview

Daniel Geisser

Partner

Mr. Geisser has more than 30 years of experience in the financial industry. He previously worked at Vontobel SFA, the SEC-registered wealth management unit of Bank Vontobel, where he focused on advising US private clients. Prior to that, he held senior positions in Swiss equities sales and trading at Vontobel Securities, MainFirst Switzerland, NZB Neue Zürcher Bank, Bank Julius Baer, and UBS, serving institutional clients in the United Kingdom, the United States, and Switzerland. At NZB Neue Zürcher Bank, Mr. Geisser was a member of the founding team and played a key role in building the bank. As Head of Sales Trading and Trading, he was responsible for UK and US clients and was also involved in several trading-related IT projects. Mr. Geisser holds an MBA Diploma from Kaderschule Zürich, the Swiss Traders License, and the FINRA Series 7 qualification. In his free time, he enjoys travelling, playing golf, skiing, curling, and diving. He is a Swiss citizen.

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Services

Strategic Partnerships for Financial Excellence

Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.

Discretionary Accounts

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

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Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

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Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

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Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Learn more

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Learn more

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

Get in touch

Your Partner in financial freedom

We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimising assets and planning for retirement to navigating international opportunities.

Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.

Daniel Geisser

Partner