Profile
Mr. David P.
Hertig, CFA, is a Founding Partner & Head of Investment at Globalance Bank AG.
He is in charge of portfolio management and investment selection.
In addition, Mr. Hertig develops and evaluates new business fields and is also Head of Business Development.
Mr. Hertig devoted his efforts to impact-oriented investments.
Already at SAM Group, he headed the Business and Product Development unit, bore responsibility for strategy development at the Group level, and conceived investment approaches with a focus on alternative investments and theme-based funds.
In addition, he structured financial vehicles in various fund jurisdictions (Luxembourg, USA, Australia).
Mr. Hertig started at SAM Group as Business Development Manager, a position in which he negotiated cooperative ventures and designed the structures for corporate development as well as strategic project management.
He also held the post of Secretary of the Board of Directors.
Mr. Hertig holds a degree in Economics from the University of St. Gallen (lic.
oec.
HSG) and is a chartered financial analyst (CFA).
David Paul Hertig active positions
Companies | Position | Start |
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Globalance Bank AG
Globalance Bank AG Investment ManagersFinance Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations. | Founder | 2010-12-31 |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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Globalance Bank AG
Globalance Bank AG Investment ManagersFinance Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations. | Finance |
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