David Croisier, CFA
Senior Advisor, UHNWIs & Family Offices (Switzerland)
David assists Idoneus in expanding its reach with UHNWIs and Family Offices located in Switzerland through his extensive connections.
David has spent more than 20 years in the financial industry with a special focus on managing risk and investing for others and himself personally.
Since 2017 he has served as the Founder & CEO of BEEDOO SA which is an impact investing fund, based in Switzerland.
David has been on the Advisory Board Member of AxessThinkTank since 2018. He is a Board Member of the Swiss Crowdfunding Association and formally served as: Portfolio Manager at Banque Mirabaud, Senior Portfolio Manager at Banque Internationale à Luxembourg, Senior Portfolio Manager at Lloyds Private Banking, Assistant Treasurer at Fiat Finance and Trade is a CFA Chartholder and is Certified in ESG Investing.