Daniel Zbinden
Managing Director at Epernay Asset Management AG - Finavis GmbH
Languages: English, German
Notes
Daniel Zbinden's personal:
Areas of expertise
- Legal and compliance services
- Corporate/M&A
- Banking and finance
- Capital markets
- Comercial
- Antitrust/Competition
- Intellectual property
- Dispute resolution
- Private clients
- Real estate
- Due diligence services
- Operational due diligence
- Investment due diligence
- Auditing services
- Data rooms
- Fund services
- Upfront consulting
- Distribution consulting
- Regulatory framework
- EMIR consulting
- Legal set-up
- Selection of jurisdiction
- Selection of service providers
- Re-domiciliation/on-shoring
- Definition of strategy and design
- Anti-money-laundering (AML)
- Fund administration
- Custody
- Trading
- Regulatory & compliance services
- Fund governance
- Fund operations
- Country specific help
- Risk management/reporting
- Banking services
- Branch and retail services
- Client management
- Investment products
- Financial planning
- Portfolio management
- Financing
- Liquidity management
- Merger & Acquisitions
- IPOs
- Valuation
- Documentation structuring
- Execution
- Structured/Tax finance
- Investment without guarantee
- Custodian services
- Reporting
- Underwriting
- Advisory
- Equities
- Bonds
- ILS
- Derivatives
- Insurance
- Securitization
- Leveraged finance
- (Loan) Syndication
- Structured finance
- Brokerage/Payment
- Insurance services
- Pension schemes
- General insurance policies
- Catastrophe insurance policies
- Insurance broker/advisory
- Life insurance policies
- Consulting for investing
- Reporting consulting
- Knowledge management/collaboration as service
- Operations consulting
- Market research
- Investment consulting/advisory
- Financial advisory
- Investment consultant
- Pension fund consulting
- Investment policy development
- Asset allocation analysis
- Asset liability modeling (ALM)
- Performance measurement and evaluation
- Investment controlling
- Risk management consulting
- Country
- Credit
- Market
- Operational
- Benchmarking
- Rating
- Indexing
- Private equity/venture capital industries consulting
- Capital introduction
- Equity
- Real estate
- Private equity
- Venture capital
- Hedge funds
- Fixed income
- Commodities
- Direct holdings
- Funds
- Others
- Capital introducer
- Sales & marketing
- Affiliate network
- Communication
- Advertising
- Online
- On site
- Publications
- Creating material
- Fintech
- Finance management
- Alternative financing
- ICT
- Software
- Hardware services
- Data services
- General services
- HR services
- Finance & accounting
- Real estate services
- Planning & building
- Property utillization
- Evaluation & financing
- Brokerage
- Facility/property management
- Investment research
- Company research
- Technical research
- Asset class
- Thematic research
- Credit, rates & currencies
- Industry
- Commodities
- Macro & politics
1. Our Company We offer our customers a wide range of taylor-made, independent and cost-efficient services. Added value through experience. 2. Our Team The strategical and analytical approach of our highly accomplished and forward thinking professionals provide best in class solutions and sustainable results for our customers. 3. Our Approach Everything starts with you. We listen, t
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100% positive feedbacks
Partnership
Founded in 2011
6 – 10 employees
Founded in 2011
6 – 10 employees
21 followers
- Legal and compliance services
- Due diligence services
- Fund services
- Banking services
- Insurance services
- Consulting for investing
- Sales & marketing
- Fintech
- ICT
- General services
- Training & development
- Real estate services
- Investment research
100% positive feedbacks
Privately held
Founded in 2011
201 – 500 employees
Founded in 2011
201 – 500 employees
44 followers
- Legal and compliance services
- Financial services and regulation
- Fintech
- Debt capital markets
- Equity capital markets
- Due diligence services
- Fund services
- Registrar and transfer agent
- Management companies (AIFM, UCITS..)
- Registration for cross-border distribution
- Domiciliary agent
- NAV calculation
- Transfer agent
- Multi-pricing
- Legal coordination
- Passporting of activities
- Trading services
- Execution
- FX
- Financial instruments trading
- Market views
- Transfer agent
- Trade capture
- Pricing
- Derivative lifecycle management
- OTC derivative pricing
- Authorization and business set-up
- Conduct of change
- Reporting requirements (FATCA, AIFM, CRS etc.)
- Investment management meetings
- Minutes
- Regulatory administration
- Correspondence
- Operational risks
- Distribution support
- Banking services
- Reporting
- Securities processing
- Origination
- Reconciliation
- Documentation
- Debt collection
- Corporate actions
- Payment platform
- International payments
- Payment support
- FX-payments
- FX-hedging
- Online trading platforms
- Executing orders
- Own account trading
- Operation of multilateral trading facilities
- Handling subscription forms
- Handling transactions
- Settlements
- Market making
- Exchanges
- Insurance services
- Consulting for investing
- Sales & marketing
- Fintech
- Transfers/FX
- Blockchain/crypto currencies
- ICT
- General services
- Real estate services
- Investment research
- Quantitative
- Charts
- Stockmarket
- FX
- Commodity
- Macro
- Other
- Multi-asset
- Equity
- Fixed income
- Crypto assets
- Private capital
- Hedge funds/trading
- EUR/USD
- GBP
- CHF
- JPY
- AUD
- Financial services
- Energy
- Metals
- Agriculture
- Others/general
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