Team

David has spent his career in the client teams at CFM Indosuez Wealth Management. He holds graduate degrees, both in accounting and banking engineering.

Clients focused and markets oriented, David specialises and becomes a financial investment advisor (a function he held for several years before joining PLEION (MONACO) SAM).

He has acquired extensive experience in the investment fund and wealth planning (French and Luxembourg life insurance) sectors, which he has put to the advantage of an expatriate clientele.