David Aeschlimann

Mr. David Aeschlimann is a Wealth Manager at Wedge Associates SA. In November 2017, he joined Wedge Associates SA as a wealth manager in a move that allows him to serve customers unimpaired by conflicts of interest and in a truly client centric way.
Besides business origination, he is responsible for portfolio management, including instrument selection, allocation decisions and risk control.
He started his career at UBS in 2007 as a trainee, where he got to learn the banking business through assignments in various departments including private, HNWI and corporate clients.
During the same time, he attended CYP, the banking learning centre founded by the Swiss Bankers Association and several banks.
In 2010, he took on the role as a Junior Investment Advisor for wealthy private clients largely resident in South America at UBS in Zurich.
He learnt Portuguese and by 2014 earned his Bachelor of Science in Business Administration with a major in Banking & Finance from ZHAW – Zurich University of Applied Sciences.
In 2013, he became a Certified Wealth Management Advisor (CWMA).
He was recognized repeatedly for his achievements and contribution to the firm and held the title of Director when he left UBS in 2016 in order to follow a personal dream of his and travel the world for fourteen months together with his wife.
He attended the UBS business university, passed the respective exams and was awarded the Wealth Management Diploma.