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Mr. Damjan D. Csiba, CFA

Wealth & Portfolio Manager | CFA® charterholder | MSc Banking & Finance ZHAW | CFA Institute Certificate in ESG Investing

I am a Wealth Manager supporting UHNW individuals and families across global public and private markets.

My work focuses on strategic wealth advisory, asset allocation, and complex financial situations, including coordination with banks, financial institutions, and external advisors. I advise clients on investment strategy, portfolio construction, and periodic performance reviews, while custody remains with regulated financial institutions.

I also support clients in accessing select global investment opportunities across Private Equity, Private Debt, Infrastructure, Venture Capital, Hedge Funds, Crypto and special situations, typically through established institutions and invitation-only platforms.In addition, I advise on international wealth structuring and family office type topics, including tax coordination with specialized tax advisors, succession planning, and intergenerational wealth education.

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Mr. Damjan D. Csiba, CFA
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Location

Baar, Zug, Switzerland