Your investment advisor
for private market
credit financing

Established
in 2017

Who is Daneo Partners?

A joint venture of partners who complement each other in terms of expertise and experience and who jointly focus on private market credit financing opportunities for investors in Switzerland and Germany. Founded in 2017 by long-standing independent partner companies. These partners have the specific expertise and proven experience from a combined 60-strong workforce. 

  • Zurich & Lucerne
    IFS Independent Financial Services
    • Specialist in independent advisory services and asset management for institutional and private clients
    • FINMA approved as asset manager CISA
    • Locations in Zurich and Lucerne
    • Founded in 2003, 15 employees
    • Combination of flexibility, independence and discretion of a local partner with the solidity and financial strength of an internationally active Swiss private bank.

      More info​​​​​​​
  • Baar
    Vicenda Asset Management
    • Independent finance services boutique specializing in private debt
    • Located in Baar
    • Founded in 2013, 17 employees
    • Long-term established relationships with borrowers and investors
    • High quality standards and response times
    • Flexible partner in the structuring of transaction

      More info
  • Hong Kong, Zurich & Beijing
    Silverhorn Group
    • Owner-managed investment boutique with primary focus on Asian investors and investments
    • Located in Hong Kong with branch offices in Zurich and Beijing
    • Licensed and regulated by the supervisory authority Securities & Futures Commission (SFC) in Hong Kong
    • Founded in 2010, 30 employees
    • The seven partners are invested with their own money in the Silverhorn strategies

      More info​​​​​​​

Team

Advisory Committee / Board of Directors

Mario Almer

Function

Member of the Advisory Committee / Chairman of the Board of Directors

Education

lic. oec. HSG

Professional Experience
  • In his current role at IFS AG, Mario Almer is responsible for advising and supporting institutional investors as well as the conceptional development of investment themes.
  • Prior to that and for about eight years, Mario was Head Investment Consulting/Controlling & Client Relations, Member of the Management Board and investment consultant with Complementa Investment-Controlling AG where he covered pension funds, foundations and family offices in Switzerland and neighboring countries. Mario also previously acted as manager and project manager with Credit Suisse and various consulting firms.
  • Mario has been active for more than 15 years in the finance industry.

Daniel Franc

Function

Member of the Advisory Committee / Member of the Board of Directors

Education

Eidg. Dipl. Finanzanalytiker & Vermögensverwalter / CEFA

Professional Experience
  • Daniel Franc has a thorough understanding of financial markets, portfolio management, trading and structured products. He has been active in the finance industry for more than 20 years, with positions such as Managing Partner, Head of Trading, Deputy Head of Structured Products as well as Senior Global Macro Portfolio Manager amongst others.
  • He was also a trader and portfolio manager for different investment mandates with a focus on equity, commodities, warrants and derivatives, all on a long-only or arbitrage basis.
  • Daniel was employed with investment boutiques (RMF and Horizon 21) as well as banks (Credit Suisse First Boston, Nomura and Clariden Leu) in Switzerland and London. At the beginning of 2014, he joined Vicenda Asset Management as a Managing Partner and is currently a member of the Management Board with a specific responsibility for Asset Management of Private Debt and Secured Lending.

Jürg Niederberger

Function

Member of the Advisory Committee / Member of the Board of Directors

Education

Master in International Finance – University of Amsterdam

Professional Experience
  • Jürg Niederberger is a founding member (2010) and major shareholder of Silverhorn Investment Advisors Limited. Silverhorn is a boutique investment firm with a head office in Hong Kong and 28 employees.
  • Prior to that, Jürg was working in Zurich, London, Hong Kong and Tokyo with international investment banks, with the most recent position having been „Chief Risk Officer – Asia“.
  • Jürg has been active for more than 25 years in the finance industry.

Investment Committee & Portfolio Management

Heinz Zimmermann

Function

Member of the Investment Commitee

Education

AZEK/CIIA & MAS PK Management

Professional Experience
  • Heinz Zimmermann joined IFS AG in 2004, and held a number of different positions during this time. In 2011, he was appointed to CIO, COO and Deputy CEO.
  • Prior to that, he lead the Portfolio Management unit, a function that he also held in previous private banks.
  • Heinz started his career with one of the larger Cantonal Banks, for which he covered domestic and international corporate credits as well a loan syndication.
  • He has been active for more than 25 years in the finance industry.

Simon Tschupp

Function

Member of the Investment Commitee

Education

HF Banking & Finance, CFA Level II candidate

Professional Experience
  • Simon Tschupp is a Portfolio Manager with IFS AG and shares co-responsibility for investment strategies and the management of discretionary mandates.
  • Simon started his career with Rahn & Bodmer Bankquiers and then joined the Wealth Management unit of Reichmuth & Co Privatbankiers. In his prior role, Simon was with Lienhardt & Partner Privatbank.
  • Simon has been active in the field of Portfolio Management for several years. Simon completed his studies at HFBF in Banking & Finance and is a CFA Level II candidate.

Patrik Jäger

Function

Member of the Investment Commitee

Education

lic.oec.HSG, CFA

Professional Experience
  • Patrik Jäger is in charge of the Asset Management unit at IFS AG. In his prior role, he was a fund manager and financial analyst with BZ Bank.
  • Patrik started his career in Equity Capital Markets with WestLB. Patrik studied economics at University St.Gallen and also holds a CFA Chartered Financial Analyst degree.

Client Relations

Adrian Edelmann

Function

Client Relations & Advisory

Education

lic. rer. pol. University Basel

Professional Experience
  • Adrian Edelmann is a member of the Management Board of Vicenda Asset Management and in charge of Product Distribution.
  • Prior to his current role, he held different managerial positions at leading investment banks including Lehman Brothers, Barclays Capital and Merrill Lynch in London and Zurich amongst others.
  • Adrian also held positions as a Senior Advisor for institutional investors where he focussed on strategic cross-asset derivative solutions, private placements as well as secured lending.

PRIVATE MARKET CREDIT FINANCING — PRIVATE DEBT

Private Debt is a global asset class that still has enormous growth potential especially in Europe. It can essentially be described as debt that is primarily provided by institutional investors outside the banking sector through private financing contracts.

New regulations (Basel III & IV) have a negative impact on banks’ lending business models. It is increasingly difficult for credit-seeking companies to obtain funding.

At the same time, institutional investors in Europe are looking for alternative investment opportunities in the fixed income space in order to achieve the required target yields in the current (historically) low interest rate environment.

The Daneo Private Debt Fund offers professional investors access to the Private Debt asset class and at the same time, meets the demand of credit-seeking companies for funding with a strong focus on German-speaking Europe (DACH region).

When the wind of change blows, some people build walls, others build windmills.

Chinese Proverb​​​​​​​

Nice to meet you.

Daneo Partners AG
Oberneuhofstrasse 3
6340 Baar
Switzerland

Contact us