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David Straumann, Cfa

Partner | Structured Solutions at Decentia Investment Advisory AG
Intro Book
David Straumann, CFA, is a seasoned investment professional with expertise in portfolio management, equity derivatives, and consulting, holding a Master of Arts in Banking and Finance from the University of St. Gallen, and a CEMS Master in International Management from the Norwegian School of Economics and Business Administration.
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Location
Zurich, Switzerland, CH
Languages
  • Deutsch Native or bilingual proficiency
  • Englisch Full professional proficiency
  • Französisch Professional working proficiency
  • Italienisch Elementary proficiency
Skills
  • Portfolio Management
  • Equity Derivatives
  • Consulting
  • Equity Capital Markets
  • Private Equity
  • Show all
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Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    May, 2016
    - Apr, 2026

Experience

  • Decentia Investment Advisory AG
    • Zug, Schweiz
    • Partner | Structured Solutions
      • Dec 2022 - Present
      • Zug, Schweiz

  • Anova Partners
    • Zürich und Umgebung, Schweiz
    • Partner | Investment Solutions
      • Jun 2019 - Nov 2022
      • Zürich und Umgebung, Schweiz

  • Leonteq
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Director - Cross-Asset Structured Solutions
      • Jan 2018 - May 2019

    • Associate Director - Cross-Asset Structured Solutions
      • Jul 2015 - Dec 2017

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Equity Derivatives and Structured Solutions
      • Jul 2014 - Jun 2015

    • Graduate Trainee Program
      • Jan 2013 - Jun 2014

      Different rotational assignments:• Equity Cash and Derivatives Sales I 6 months• Equity Capital Markets Syndicate Desk I 5 months • Equity Capital Markets I 4 months• Equity Specialist Advisory Hong Kong I 3 months

  • UBS
    • Zürich und Umgebung, Schweiz
    • Global Equity Markets Sales
      • Jun 2012 - Nov 2012
      • Zürich und Umgebung, Schweiz

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Product Specialist, Global Asset Management
      • Aug 2011 - Dec 2011

    • Corporate Employee Financial Services, Corporate and Institutional Clients
      • Mar 2008 - Jul 2011

  • UBS
    • Basel und Umgebung, Schweiz
    • Allround Traineeship in Banking, Wealth Management & Business Banking
      • Mar 2006 - Sep 2007
      • Basel und Umgebung, Schweiz

Education

  • 2010 - 2012
    Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
    Master of Arts HSG (M.A. HSG) in Banking and Finance, Bank- und Finanzdienstleistungen
  • 2011 - 2012
    Norwegian School of Economics and Business Administration (NHH)
    CEMS Master in International Management (CEMS MIM)
  • 2007 - 2010
    Universität Basel
    Bachelor of Arts in Business and Economics, Business and Economics

Suggested Services

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Industry Focus. “Investment Banking”

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