Developing customized investment and diversification solutions for our clients in the context of changing global economic and capital market circumstances inspires me. As an Assistant Relationship Manager at Valterna, I am excited to be part of a team that shares and lives by the same values - commitment, integrity, conviction, and ongoing dedication to our clients' success.

• To the team

Training and development

• Certified Crypto Finance Expert
• Bachelor of Science in Business Administration, Lucerne University of Applied Sciences and Arts

Experience

• Since August 2023 Member of Operations Team – Valterna AG
• 2022 – 2023 Executive Office, Investment Intern – CV VC AG, Zug
• 2021 – 2022 Projectmanagement & Consulting (Digital Transformation) – IMS Integrierte Managementsysteme AG, Rotkreuz
• 2015 –2016 Administration, Municipal Administration of Sursee, Sursee
• 2012 – 2015 Trainee Administration (Profile E) – Municipal Administration of Sursee, Sursee

Contact

David Portmann
Assistant Relationship Manager
+41 41 768 83 83
david.portmann@valterna.ch

• To the team