David Stephan Email
Executive Director @ EFG International
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David Stephan Location
- United Arab Emirates
David Stephan Work
- Executive Director @ (September 2026 - Present)
- Senior Private Banker - GCC Wealth Management @ (September 2023 - Present)
- Senior Private Banker - GCC Wealth Management @ (July 2021 - September 2023)
- Director - Middle East Private Banking @ (December 2016 - July 2021)
- Director - Wealth Planning Middle East @ (February 2004 - December 2016)
- Investment Analyst and Regional Fiduciary Associate, Private Banking @ (March 2000 - February 2004)
- Financial Analyst, Private Banking @ (January 1999 - February 2000)
David Stephan Education
- Newcastle University
Bachelors (History)
1995-1998 - Dean Close School
(Physics, History)
1990-1995
David Stephan Skills
- Asset Management
- Client Relations
- Customer Relationship Management (CRM)
- Estate Planning
- Family Governance
- Family Wealth Management
- Financial Services
- Private Banking
- Private Wealth Management
- Succession Planning
- Trust Services
- Wealth
- Wealth Management
- Wealth Preservation Planning
- Customer Service
- Strategic Planning
- Creative Strategy
- Project Management
- Redevelopment
- Management
- Customer Insight
David Stephan Summary
- David Stephan, based in United Arab Emirates, is currently a Executive Director at EFG International. David Stephan brings experience from previous roles at Lombard Odier Group, Barclays Wealth Management and HSBC Private Banking. David Stephan holds a 1995 - 1998 Bachelors in History @ Newcastle University. With a robust skill set that includes Asset Management, Client Relations, Customer Relationship Management (CRM), Estate Planning, Family Governance and more. David Stephan has 1 emails on RocketReach.
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Top EFG International Employees
Demis Stucki
Chief Operating Officer
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Jens Brueckner
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