David Woolley Email & Phone Number
Swiss Registered Financial Advisor
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David Woolley Location
- Château-d'Oex, VD, CH
David Woolley Work
- 2026 -now Swiss Registered Financial Advisor @ Private Consultancy
- 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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