Dr Daniel Brunner is a Swiss National, holding a Masters Degree and a PhD in Business Administration and Economics from the University of Zurich/Switzerland – magna cum laude. He is a Certified Relationship Manager in Private Banking and has been working in Singapore for more than five years as MAS licensed Financial Representative. He also holds a STEP Certificate in International Trust Management.
Prior to joining St. James’s Place/The Heritage Partnership as a Partner, Daniel worked for a Swiss based multi-family office and an independent asset manager in Singapore as a Senior Advisor. He has 28 years of experience in the financial industry, including almost 23 years with Credit Suisse AG in Zurich as a Managing Director where he held a broad spectrum of senior roles and functions in international banking. Daniel maintains strong relationships with private entrepreneurs, senior executives, and shareholders of listed and unlisted companies across Singapore, Hong Kong, and Mainland China of various nationalities. In advising and servicing them as well as their families, Daniel applies a holistic approach on wealth management and a long-term, lifecycle driven view on their financial planning needs.
Daniel is a Member of the Executive Board of the Swiss-Asian Chamber of Commerce since 2011, Chairman of the Finance Sub-Committee at SwissCham Singapore and he represents The Heritage Partnership in the German Association of Singapore.