David L Smith Email & Phone Number

Corporate & Family Office Advisory Service+41 79 671 37 92geneva@famysa.comwww.famysa.comFormed in 2010 to provide boutique financial advisory services to corporate and family office clients.

Geneva & Cayman Islands

Subsidiaries of Wealth Management division of Schroders Plc, the global asset management group.Implementing group strategy to consolidate private banking operations in Switzerland. Responsible for reorganising, restructuring and exiting the Trust and Company management activities.Realising the above while preserving assets under management and mitigating.

Turnaround COO / CFO for a specialised luxury watch auctioneering business, based in Geneva; New York; Hong Kong.The company was stabilised, further shareholder loans obtained and thereafter it was successfully sold in 2008 to a new group of Chinese investors.

Management of supervision complex Trust and similar structures for HNW clients of HSBC Private Bank.Client acquisition roles in cooperation with the respective banking teams

Unigestion is a Geneva based alternative investment (Hedge Fund & Private Equity) fund of funds and Family office Advisory group.Roles included financial and operational due diligence prior to investment; establishing fund structures to optimise tax efficiency for investors; introduction and improving rinternal eporting and control procedures.

Francexpert is an insurance loss adjusting company based in Paris and owned at the time by SGS Group.The CEO had full responsibility for all aspects of the business.The company was successfully turned around over a two year period by opening new offices, initiating new business lines, cutting unprofitable activities, improving treasury management and.

Responsible for all aspects of finance, budgeting, reporting, capital expenditures, acquisition evaluation, for the traditional inspection activities of SGS in the UK and Scandiavia and the insurance loss adjusting activities in EMEA and the UK.

Responsible for corporate audit on a worldwide basis, including internal controls, corporate governance and ensuring application of group procedures throughout the group; in addition to being directly responsible for sensitive ad hoc group internal control issues.

Responsible for all aspects of finance including budgeting, reporting, treasury, taxes, legal, corporate matters and capital expenditure.The company was in a turnaorund situation. Identified and eliminated non profitable operations restoring operating profits to group standards. Greatly enhanced treasury and cash flow over the period.

Responsible for project identification, financial and business analysis, evaluation and propsing to the board and top management all significant projects worldwide.Major projects included the Chinese joint venture, now a significant part of SGS activities and the environmental sector expansion which is now a major division of the group.

Catisa is a finance service company and investment vehicle, owned by an UHNW Asian family.Activities included acquisition of machine tools manufacturing and distribution businesses in Switzerland, and a specialist chemicals group based in Geneva and Germany, and several smaller deals.

Responsible for financial control and review at HQ level of all significant capital expenditures on plant and equipment in PM EEC's 5 factories, as well as monitoring the financial aspects of factory performance against budget as established by operations management

Responsible for all aspects of finance including budgeting, reporting, treasury, taxes, legal, corporate matters and capital expenditure.The company was in a turnaorund situation. Assisted in the restructuring process leading to a return to strong profitability and a greatly enhanced treasury and cash flow over the period.

Operational auditor reviewing all aspects of the business including country marketing subsidiaries, factory production facilities and branch sales networks.

Worked as assistant to a Director in the Corporate Finance division of a leading London based Investment Bank.Was involved in M&A transactions, Corporate restructuring, share placements and rights issues, for various public companies.

CA - Qualified as Chartered Accountant - 1975Institute of Chartered Accountants of ScotlandHaymarket Edinburgh

Bachelor'S Degree, Law, Accountancy & Economics

Activities and Societies: Aberdeen University Air Squadron, Student Representative Council - Law Faculty, Royal Aberdeen Golf Club.

Education record

Education record