‍Conviction

After decades navigating the inner workings of banks and Family Offices, David is convinced that clients deserve transparency, independence, and measurable value.
ZWEI Wealth provides exactly that: a disciplined approach, data-driven comparisons, and the freedom to select the best managers and the best banks—without bias.

For David, this is the future of wealth management:
structured, objective, tech-enabled, and 100% aligned with the client’s interests.

Education and professional career

David built his career across Private Banking, Family Office operations, and digital transformation. Throughout his career, he has designed and led operational frameworks for ultra-high-net-worth families and implemented modern reporting tools together with automated performance and cashflow controls.

He has also established IT and security strategies to improve governance and efficiency, while managing onboarding and lifecycle processes as well as complex multi-bank relationship structures. In addition, he developed CRM-driven client experience models to ensure consistency, transparency, and reliable follow-through across all client interactions.

His strength lies in connecting all the “mechanics” of wealth management—investment processes, banking services, reporting, compliance, and technology—to create seamless and meaningful client outcomes.

Language Skills

English, French, Italian

Personal

For David, nothing matters more than the people around him. His family and closest friends shape his daily life, keep him centred, and inspire him. Sport is his personal reset button — a moment to recharge, think clearly, and maintain balance. These values guide both the way he lives and the way he works with clients.