Head of Portfoliomanagement 

Daniel Klee has many years of experience in portfolio management, with responsibility for discretionary mandates and fund solutions across various asset classes and risk profiles. His areas of expertise include investment strategy, portfolio construction, risk monitoring, client relations, and sustainable investing. As a Certified International Wealth Manager (CIWM) and Certified ESG Analyst (CESGA), he places a strong focus on transparency, responsibility, and creating long-term value for clients.