Daniel Poschung

Partner

Daniel Poschung has been a partner at Zwei Wealth since 2019. He works directly with clients as an expert advisor and is a member of the «Zwei Wealth Experts» network. He also founded Poschung Consulting in 2019 and became self-employed.

Conviction

Clear objectives, clearly defined responsibilities and structured monitoring form the basis of successful wealth management. With Zwei Wealth’s «Plan. Find. Control.» approach, we create transparency, independence and success for our clients.

Every client is unique and therefore deserves individual advice tailored to their specific needs. I am passionate about advising clients and draw on my experience to ensure that they receive individual, tailor-made investment solutions that truly meet their needs.

Education and professional career

Daniel Poschung has been working in the financial sector and wealth management since 1990. He has many years of experience across the full spectrum of financial services.

He spent several years at Swiss Life as an advisor to major clients and their pension fund solutions. In 2001, he joined Credit Suisse as a financial planner. He subsequently worked for several years as an investment advisor to Swiss private clients at both Credit Suisse and Zürcher Kantonalbank.

Daniel Poschung holds a degree in Business Administration and is a qualified financial planner. He also holds the «Private Banking Wealth Management» diploma from Lucerne University of Applied Sciences and Arts.