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David Kohler, Cfa, Caia, Frm Email & Phone Number

Investment and Risk Management at Family Office
Location: Zürich Metropolitan Area, Switzerland 6 work roles 5 schools
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Current company
Family Office
Role
Investment and Risk Management
Location
Zürich Metropolitan Area, Switzerland
Company size
3686 employees

Who is David Kohler, Cfa, Caia, Frm? Overview

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David Kohler, Cfa, Caia, Frm is listed as Investment and Risk Management at Family Office, a with 3686 employees, based in Zürich Metropolitan Area, Switzerland. AeroLeads shows a matched LinkedIn profile for David Kohler, Cfa, Caia, Frm.

David Kohler, Cfa, Caia, Frm previously worked as Investment & Risk Management at Family Office and Business Development Manager at Reweld Ag. David Kohler, Cfa, Caia, Frm holds Master Of Arts (M.A.), Management And Economics, Top 10% from Universität Zürich | University Of Zurich.

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Family Office

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About David Kohler, Cfa, Caia, Frm

2020 exemplified the nature of financial markets - forward-looking, to a great extent psychological and most importantly, NOT equal to the broad economy. Day by day, I spend time generating investment ideas which I execute within a proper risk management framework. Being very passionate about observing and analyzing developments in the capital markets, I also contribute articles on my topics of interest on LinkedIn. Feel free to take a glimpse and stimulate your mind ; )Previous Asset Management and Wealth Management roles at Switzerland's UBS bank provided me with hands-on experience in dealing with institutional mandates and individual HNW/UHNW client portfolios alike. I strongly believe in lifelong learning. My genuine interest drove me to become a CFA, CAIA and FRM charterholder. My work ethic involves collaborating with like-minded, highly motivated people to make sure we as a team and as a company exceed expectations - whether it is delivering an outstanding performance to our clients, investors and/or owners. Areas of specialization:- Investment related (Technical analysis, Market psychology, Cross-asset class)- Trading related (Quantitative stock screening, Risk management, Trading psychology)- Real Estate related (Macro- and micro analysis, Property management, Short-term rental business)

Current workplace

David Kohler, Cfa, Caia, Frm's current company

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Family Office
Family Office
Investment and Risk Management
Zürich, ZH, CH
Website
pricliadv.com
Employees
3686
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6 roles · 15 years

David Kohler, Cfa, Caia, Frm work experience

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Investment & Risk Management

Current
Family Office

- Capital markets interest: financial markets news, cross-asset class indicators (IV, correlations, yield curves, fund flows...), Twitter feeds and screeners of the investment universe based on technical indicators.- Macroeconomic data analysis: research, analysis and interpretation of incoming data from statistics bureaus, surveys, real-time economic indicators etc, - Python stock price data analysis (API and data feeds): real-time and historical price data, OHLCV data as tick data, 1-minute data and end of day (EOD) data.- Trading strategies based on momentum (US equities), support / resistance levels and fundamentals (short-to-medium term, worldwide).

Jan 2021 - Present

Business Development Manager

Reweld Ag

Zürich Und Umgebung

- Asian market penetration (2019) as well as market share expansion in existing markets in Eastern Europe (2020).- Responsibility for the customer acquisition and sales process of our sustainable and environmentally friendly Swiss-made occupational safety products.- Development and implementation of various sales strategies and strategic initiatives.- Data collection and analysis as part of strategic planning- Active relationship management of internal and external stakeholders.

Apr 2019 - Nov 2020

Portfolio Management & Active Advisory For Hnw/Uhnw Clients

Ubs

Zürich Und Umgebung, Schweiz

- Analysis and review of multi-asset-class client portfolios.- Creation and implementation of investment proposals/actionable investment ideas.- Structuring, pricing and quotation of tailor made OTC structured products.- Cross asset class implementation: EQ, FI, Structured Products, FX, Alternative Investments.- Periodic portfolio rebalancing and trade execution based on client orders, strategy changes, subscriptions and redemptions.- Key risk management activities; risk/return model updates, product / cross-border suitability checks to reduce operational risks- Collaboration with clients, CAs, IAs, PMs, product group experts and traders

Feb 2017 - Nov 2018

Insurance Advisor

Schweizer Versicherungszentrum

Zürich Und Umgebung, Schweiz

- Analysis of clients' current insurance policies; existing coverage, changes and/or additions to customized insurance programs to suit individual needs.- After-sales activities: ongoing client support after contract conclusion.- Development and management of internal operational risk processes and frameworks.

Feb 2016 - Dec 2016

Banking & Finance Instructor

Uzh - Lionsexchange

Zürich, Schweiz

- Tutorial teaching and support on courses delivered by the department of Banking and Finance (Macroeconomics, Structured Products and Statistics).- Preparation of undergraduate students for mid-term and final examinations.- Development of educational content for review sessions as well as personalized tutoring.

2012 - 2014 ~2 yrs
Team & coworkers

Colleagues at Family Office

Other employees you can reach at pricliadv.com. View company contacts for 3686 employees →

GJ Gautam Jain Gautam Jain Colleague at Family OfficeMaharashtra, India View → IS Isabel Sanford Isabel Sanford Colleague at Family OfficePunta Arenas, Region Of Magallanes And Chilean Antarctica, Chile View → AR Alberto Reina Alberto Reina Colleague at Family OfficeMilan, Lombardy, Italy View → LH Laura Harlos, Phr, Shrm-Cp Laura Harlos, Phr, Shrm-Cp Colleague at Family OfficeUnited States View → JH Janyece Hamilton Janyece Hamilton Colleague at Family OfficeDallas, Texas, United States View → KM Kloe Moan Kloe Moan Colleague at Family OfficeSunderland, England, United Kingdom View → AP Alex P. Alex P. Colleague at Family OfficeSant Pere De Ribes, Catalonia, Spain View → AL Albert Losseau Albert Losseau Colleague at Family OfficeMerelbeke, Flemish Region, Belgium View → VP Victor Pilev Victor Pilev Colleague at Family OfficeSofia, Sofia City, Bulgaria View → BV Brunilda Vasques Brunilda Vasques Colleague at Family OfficeLos Angeles Metropolitan Area, United States View →
5 education records

David Kohler, Cfa, Caia, Frm education

Kantonale Matura & Ib Diploma

Realgymnasium Rämibühl
FAQ

Frequently asked questions about David Kohler, Cfa, Caia, Frm

Quick answers generated from the profile data available on this page.

What company does David Kohler, Cfa, Caia, Frm work for?

David Kohler, Cfa, Caia, Frm works for Family Office.

What is David Kohler, Cfa, Caia, Frm's role at Family Office?

David Kohler, Cfa, Caia, Frm is listed as Investment and Risk Management at Family Office.

Where is David Kohler, Cfa, Caia, Frm based?

David Kohler, Cfa, Caia, Frm is based in Zürich Metropolitan Area, Switzerland while working with Family Office.

What companies has David Kohler, Cfa, Caia, Frm worked for?

David Kohler, Cfa, Caia, Frm has worked for Family Office, Reweld Ag, Ubs, Schweizer Versicherungszentrum, and Uzh - Lionsexchange.

Who are David Kohler, Cfa, Caia, Frm's colleagues at Family Office?

David Kohler, Cfa, Caia, Frm's colleagues at Family Office include Gautam Jain, Isabel Sanford, Alberto Reina, Laura Harlos, Phr, Shrm-Cp, and Janyece Hamilton.

How can I contact David Kohler, Cfa, Caia, Frm?

You can use AeroLeads to view verified contact signals for David Kohler, Cfa, Caia, Frm at Family Office, including work email, phone, and LinkedIn data when available.

What schools did David Kohler, Cfa, Caia, Frm attend?

David Kohler, Cfa, Caia, Frm holds Master Of Arts (M.A.), Management And Economics, Top 10% from Universität Zürich | University Of Zurich.

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