David LLufriu Duran
Senior Relationship Manager at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Spanish Native or bilingual proficiency
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English Professional working proficiency
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Catalan Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Albert Muñoz Bosch
David is a high skilled professional with great market knowledge. His knowledge and experience helped me to plan the future investments accordingly to an structured plan collecting a good profit success %. He is customer centric and really proactive to inform me about the trends while doing constant follow up's
Lluis Ruiz Ribot
David has been my financial advisor for the last 3 years. He has helped me balance my overall investment portfolio, navigate through recent volatility and presented some very lucrative investment proposals. Above that, David is always available to talk and help, personally and professionally. He has one best interests at heart and makes you feel at ease. I look forward to continue working with David for the years to come.
Albert Muñoz Bosch
David is a high skilled professional with great market knowledge. His knowledge and experience helped me to plan the future investments accordingly to an structured plan collecting a good profit success %. He is customer centric and really proactive to inform me about the trends while doing constant follow up's
Lluis Ruiz Ribot
David has been my financial advisor for the last 3 years. He has helped me balance my overall investment portfolio, navigate through recent volatility and presented some very lucrative investment proposals. Above that, David is always available to talk and help, personally and professionally. He has one best interests at heart and makes you feel at ease. I look forward to continue working with David for the years to come.
Albert Muñoz Bosch
David is a high skilled professional with great market knowledge. His knowledge and experience helped me to plan the future investments accordingly to an structured plan collecting a good profit success %. He is customer centric and really proactive to inform me about the trends while doing constant follow up's
Lluis Ruiz Ribot
David has been my financial advisor for the last 3 years. He has helped me balance my overall investment portfolio, navigate through recent volatility and presented some very lucrative investment proposals. Above that, David is always available to talk and help, personally and professionally. He has one best interests at heart and makes you feel at ease. I look forward to continue working with David for the years to come.
Albert Muñoz Bosch
David is a high skilled professional with great market knowledge. His knowledge and experience helped me to plan the future investments accordingly to an structured plan collecting a good profit success %. He is customer centric and really proactive to inform me about the trends while doing constant follow up's
Lluis Ruiz Ribot
David has been my financial advisor for the last 3 years. He has helped me balance my overall investment portfolio, navigate through recent volatility and presented some very lucrative investment proposals. Above that, David is always available to talk and help, personally and professionally. He has one best interests at heart and makes you feel at ease. I look forward to continue working with David for the years to come.
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Senior Relationship Manager
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Nov 2020 - Present
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Relationship Manager
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Jan 2019 - Nov 2020
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Chartwell Associates IFA Limited
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Financial Services
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1 - 100 Employee
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Senior Financial Planner
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May 2015 - Nov 2018
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Meyado Private Wealth Management Singapore
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Singapore
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Investment Management
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1 - 100 Employee
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Wealth Manager
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Apr 2014 - Feb 2015
Financial planning is never a routine process. It is a considered, consultative and carefully thought out, evolving solution, executed by us according to your requirements and ongoing future needs. Our qualified licensed advisers are employed to assist our clients achieve their lifestyle objectives using a consistent service philosophy. At the heart of our service offering is a business philosophy built on values. For Meyado and its clients, private wealth management means integrity, trust, and discretion in the execution of personalised services for specific lifestyle objectives. Unlike many firms in Singapore, Meyado’s MAS licence authorises us to provide advice on not only Insurance Products, but Collective Investments (funds and unit trusts), and Securities (shares and equities). This means we are able to give you full advice on the ideal investment solution to meet your needs and do not necessarily need to promote an insurance based product. You can check on each Financial Advisers licence on the MAS website here. Full details of our licence are here.
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GVC Gaesco
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Spain
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Financial Services
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100 - 200 Employee
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Investment Advisor
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Jan 2004 - Dec 2013
Full financial planning services. Specialised in helping high net worth individuals with their financial affairs. Specifically focusing on equity investing and derivative strategies. I was qualified and authorised agent on the CNMV Full financial planning services. Specialised in helping high net worth individuals with their financial affairs. Specifically focusing on equity investing and derivative strategies. I was qualified and authorised agent on the CNMV
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FIBANC GRUPO MEDIOLANUM
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Investment Banking
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1 - 100 Employee
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Investment Advisor
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Jan 2000 - Jan 2003
Financial planner. Dealing specifically with collective investment schemes for individual clients and also insurance. Financial planner. Dealing specifically with collective investment schemes for individual clients and also insurance.
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Education
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1999 - 2004
EAE Business School
Bachelor of Business Administration (BBA), Finance, General -
2018 - 2019
ThePowerMBA
Master in business administration specialized in innovation. -
2014 - 2015
SCI college
M8A, M8, M5, M9A, M9 -
1991 - 1995
ramis i ramis
cou, science
Community
