2022 -2026 Senior Private Banker working with EFG on a collaboration agreement @
2015 -2022 Senior Vice President @ EFG Group
2002 -2015 Executive Director @
1998 -2002 Private Banker @
1979 -1998 Various branch and departmental positions @ NatWest Group
David Woolley Education
Queen Mary, U. of London
BA Hons (Founded the French Society - the only profitable student society?! And reported on the London Student Union paper. Learned ballroom dancing...)
1976-1979
Queen Elizabeth's Hospital, Bristol
(School Captain in final year)
1968-1975
David Woolley Skills
Private Banking
Wealth Management
Wealth Management Services
Private Equity
Asset Management
Mutual Funds
Investments
High Net Worth Individuals
Wealth
Banking
Equities
Asset Allocation
Fixed Income
Structured Products
Investment Advisory
Alternative Investments
Financial Markets
Portfolio Management
Investment Banking
Bonds
Investment Management
Emerging Markets
Hedge Funds
Investment Strategies
High Net Worth
Team Building
Finance
David Woolley Summary
David Woolley, based in Château-d'Oex, VD, CH, is currently a Swiss Registered Financial Advisor at Private Consultancy. David Woolley brings experience from previous roles at EFG Bank, EFG Group and Coutts & Co. David Woolley holds a 1976 - 1979 BA Hons in Founded the French Society - the only profitable student society?! And reported on the London Student Union paper. Learned ballroom dancing... @ Queen Mary, U. of London. With a robust skill set that includes Private Banking, Wealth Management, Wealth Management Services, Private Equity, Asset Management and more.
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