Profile
Mr. Deepak Soni is a CEO, Managing Partner & Board Member at Belvoir Wealth Management AG.
He is on the Board of Directors at Belvoir Wealth Management AG.
He has over 25 years of experience in the financial services sector.
Mr. Soni was previously employed as a Chief Executive Officer by UBP Investment Advisors SA and a Chief Executive Officer by Vontobel Swiss Wealth Advisors AG.
He received his Bachelor's degree in Industrial Engineering from North Carolina State University and an MBA from Golden Gate University in San Francisco.
Deepak Soni active positions
| Companies | Position | Start |
|---|---|---|
Belvoir Wealth Management AG
Belvoir Wealth Management AG Investment ManagersFinance Provides investment advice | Chief Executive Officer | 01/06/2021 |
Former positions of Deepak Soni
| Companies | Position | End |
|---|---|---|
UBP Investment Advisors SA
UBP Investment Advisors SA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2021 |
Vontobel Swiss Wealth Advisors AG
Vontobel Swiss Wealth Advisors AG Investment ManagersFinance VSWA is an active, risk-aware manager which employs a disciplined investment approach based on a top-down macroeconomic view combined with bottom-up stock selection. They actively seek international diversification in an effort to enhance portfolio return while trying to diversify risks. For stock selection, the firm employs a combined approach based on quantitative and quantitative methods to identify attractive investments. | Chief Executive Officer | 15/03/2018 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Belvoir Wealth Management AG
Belvoir Wealth Management AG Investment ManagersFinance Provides investment advice | Finance |
Vontobel Swiss Wealth Advisors AG
Vontobel Swiss Wealth Advisors AG Investment ManagersFinance VSWA is an active, risk-aware manager which employs a disciplined investment approach based on a top-down macroeconomic view combined with bottom-up stock selection. They actively seek international diversification in an effort to enhance portfolio return while trying to diversify risks. For stock selection, the firm employs a combined approach based on quantitative and quantitative methods to identify attractive investments. | Finance |
UBP Investment Advisors SA
UBP Investment Advisors SA Investment ManagersFinance Provides investment advice | Finance |
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