Career history of Daniel Stefan Gerber
Former positions of Daniel Stefan Gerber
| Companies | Position | Start | End |
|---|---|---|---|
Falcon Private Wealth Ltd.
 Falcon Private Wealth Ltd. Investment ManagersFinance Falcon Private Wealth Ltd. is the wealth management subsidiary of Dolfin Financial (UK) Ltd., ultimately held by Dolfin Group Ltd. in Great Britain. Headquartered in London, the firm manages asset of private and institutional clients. | Chief Executive Officer | 2017-09-03 | 2019-12-31 |
EFG Private Bank Ltd.
 EFG Private Bank Ltd. Investment ManagersFinance EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries. | Head of Private Banking | 2012-07-01 | 2017-04-27 |
Julius Baer International Ltd.
 Julius Baer International Ltd. Investment ManagersFinance Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients. | Portfolio Manager-Equities | 2011-06-09 | 2012-01-31 |
| Portfolio Manager-Fixed Income | 2011-06-09 | 2012-01-31 | |
| President | 2008-03-31 | 2012-01-31 | |
| Head of Private Banking | 2011-06-09 | 2012-01-31 | |
| Sales & Marketing | 2010-05-10 | 2012-01-31 |
Statistics
International
| United Kingdom | 4 |
Operational
| Head of Private Banking | 2 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Julius Baer International Ltd.
Julius Baer International Ltd. Investment ManagersFinance Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients. | Finance |
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries. | Finance |
Falcon Private Wealth Ltd.
Falcon Private Wealth Ltd. Investment ManagersFinance Falcon Private Wealth Ltd. is the wealth management subsidiary of Dolfin Financial (UK) Ltd., ultimately held by Dolfin Group Ltd. in Great Britain. Headquartered in London, the firm manages asset of private and institutional clients. | Finance |
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