Profil
Daniel Heu-Weller worked at Sonen Capital LLC as Director.
Anciens postes connus de Daniel Heu-Weller
| Sociétés | Poste | Fin |
|---|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Directeur/Membre du Conseil | - |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Finance |
















