Daniel Portmann is a seasoned financial professional with extensive experience in private banking and wealth management. They served as a Senior Relationship Manager and Managing Director at LGT Private Banking from 2022 to 2023, having previously held multiple leadership roles at UBS from 1988 to 2004, including Head of Wealth Management for various regions. Daniel completed a bank apprenticeship and earned a federal diploma as a financial planner, alongside a CAS in Entrepreneurship from the University of Bern. Their career reflects a commitment to building trust and reliability in client relationships within the banking sector.
This person is not in the org chart
This person is not in any teams
This person is not in any offices