Daniel Halter. Connecting the dots between strategy, regulations, legal and operations in investment management.

 

Dr. Daniel Halter is based in Switzerland and active mainly in the US, the UK and Europe.

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Industry Challenge

To operate an investment management business in an efficient and compliant manner has never been more challenging. Tightening and fragmented regulations, structural shifts from traditional investing to new asset classes, products and market venues have, together with the digitisation and digital transformation of the entire business, led to unprecedented margin pressure, compliance, operational and reputational risks, a redefinition of the required skill-sets, and ultimately the business model.

In this environment, multi-dimensional knowledge and relevant experience across all management levels has become critical to facilitate change and to allow functioning processes and successful projects. 

“I help clients to navigate tight deadlines, complexity and risk.”

 

With a broad background as General Counsel, independent advisor or board member of multi-billion dollar hedge funds, private equity firms, asset managers and fintech ventures, Daniel Halter specialises in advising on high-complexity situations relying on a broad global network of proven specialists.

His ability to navigate and lead through complex systems and organisations for clients is complemented by a deep understanding of the business perspective. Clients benefit from a focus on the essentials, creative and efficient solutions and a seamless translation between disciplines, management levels and cultures.

Services

  • Board memberships

  • Start-ups

  • Transformation and Interim Management

  • Mergers, acquisitions, restructurings 

  • Outsourcing and co-sourcing projects

  • Market entries

  • Corporate governance reviews

  • Fintech / Regtech

  • Crisis management

  • Regulatory reviews

  • Investment structures and solutions

Channels