Daniel Hofmann, Cfa
About Daniel Hofmann, Cfa
Daniel Hofmann is a Financial Advisor and First Vice President at UBS in Zurich, Switzerland, where he has worked since 2018. He has extensive experience in the financial sector, having held various advisory roles at notable institutions including Hypovereinsbank, Julius Baer, and Credit Suisse.
Work at UBS
Daniel Hofmann has been employed at UBS since 2018, holding the position of Financial Advisor and First Vice President. In this role, he provides financial advisory services to clients in Zurich, Switzerland. His extensive experience in the financial sector contributes to his ability to offer tailored investment strategies and wealth management solutions.
Previous Experience in Financial Services
Before joining UBS, Daniel Hofmann worked at several notable financial institutions. He served as an Investment Advisor in Capital Management at Hypovereinsbank - Unicredit - Deutschland from 2001 to 2004. Following this, he was a Client Advisor at Julius Baer for one year in 2004-2005. He returned to UBS in 2005 as a Client Advisor and later became a Director, a position he held until 2018. Additionally, he worked at Credit Suisse as an Assistant Vice President - Private Client Advisor from 1996 to 2001.
Education and Expertise
Daniel Hofmann holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise in investment management and financial analysis. This qualification enhances his ability to provide informed financial advice and manage client portfolios effectively.
Background
Daniel Hofmann has a robust background in the financial services industry, spanning over two decades. His career began at Credit Suisse, where he gained foundational experience in private client advisory. Over the years, he has developed a comprehensive understanding of capital management, client advisory, and investment strategies through various roles at leading financial institutions.