Company
Company
- About UsAs an independent, experienced and strategic-thinking company we concentrate on the three practice areas: asset management, tax advisory and management and legal consulting.
- PhilosophyThe Baryon philosophy is to identify and respect the individual goals and wishes of the client. We act independently and transparently.
- NewsletterValue in a slightly different form: Our quarterly published newsletter for professional information, personal news, views and facts.
Team
Team
Asset Management
Asset Management
- Investment styleWe emphasise with single investments. Collective investment schemes and structured products are rarely used. We take the challenges of this strategy and the advantage of the quality and perspectives of the different company’s stocks to ensure long-term success and prosperity for our clients.
- Baryon US Equity Sustainable Growth - AMCIn the discretionary portfolio management agreements or advisory agreements of clients not wishing to hold US equities directly, but nonetheless want to engage in the US equities market, we use the structured product (AMC, actively managed certificate) Baryon US Equity Sustainable Growth.
- PerformanceThe investment portfolios of our discretionary portfolio management clients are designed to fit the clients’ needs. The most attention is put on the satisfaction of the client with his/her portfolio development.
- DownloadsHere you can download various documents and information sheets relating to asset management and our AMC.
Tax Advisory
Tax Advisory
Legal Advice
Legal Advice
Contact
Contact

Partner

Daniel Waldmeier

Swiss Certified Financial Analyst and Asset Manager Swiss Certified Expert for Accounting and Controlling Member of the Executive Board Head of Asset Management Partner since 2000

T +41 44 206 20 60 daniel.waldmeier@baryon.com

Daniel Waldmeier has more than 30 years’ experience in international banking and finance as analyst, portfolio manager and client advisor. During this time he has accrued a broad understanding of all key financial instruments and their use in diverse investment strategies. His experience is long-established in the fields of enterprise valuation, financial analysis, financial reporting and controlling. He was head of international portfolio management at a Swiss private bank.

Daniel Waldmeier councils both demanding private and institutional clients in all questions of capital formation and the definition of appropriate, customized investment strategies through diverse life cycles. As part of asset management he heads the investment office and is responsible for the investment decision process, business analysis and the valuation of financial instruments within the framework of investment strategies.

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Practice Areas

Portfolio management
Investment Office
Fundament and Technical Stock Analysis
Enterprise Valuations
Investment Strategies
Business Analysis
Investment Decision Process
Analysis of Financial Instruments

Education

Swiss Certified Financial Analyst and Asset Manager 1994
Certified EFFAS Financial Analyst 1994
Swiss Certified Expert for Accounting and Controlling 2013

Languages

German
English

Memberships

Swiss Association of Asset Managers (SAAM)

Swiss Professional Association for Accountancy, Controlling and Financial Reporting

More about our team

Partner

Staff

Staff

Partner

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