David is since 2009 Senior Product Manager for the UBS Equity Funds. He is responsible for the management of the product offering (Lux/CH/Irl funds) over its full lifecycle including further development and optimization of the UBS equity mutual fund solutions. David started his career in 1998 in the UBS Private Banking Investment Solution. In 2004 David was assigned to Hong Kong to develop investment solutions for the entire product range and client range (institutional, high net worth individuals as well as third party distribution partners). In 2007, he moved to Singapore as a product specialist for Alternative Investments. David has a mastere degree in banking and finance from the University of Zurich and is a CFA charterholder, a Certified Financial Risk Manager (FRM), and a Chartered Alternative Investment Analyst (CAIA).
David covers the following topics in the CfBS courses:
- Portfolio Management (Private Wealth Management) (CFA)