David Sussman

Managing Director

EFG Wealth Solutions

Profile:

David has over 25 years experience in the international financial services arena. He has lived and worked in seven countries and has played a significant role in the development and execution of strategy at several of the world’s premiere banks and trust companies.

A qualified barrister and solicitor in Ontario, Canada and Bermuda, David served as General Counsel to Wood Gundy Inc., one of Canada’s largest Investment Banks and to Bank of Bermuda Limited. He has subsequently held increasingly senior management roles with Coutts, UBS, Franklin Templeton, the law firm of Conyers, Dill & Pearman, Barclays and EFG.

David holds a Bachelor of Arts from Huron University College at the University of Western Ontario, a Bachelor of Laws from the University of Windsor and a Master of Business Administration from Southern Methodist University. David is a member of the Society of Trust and Estate Practitioners and has served on the STEP Branch Executive in the Bahamas, Bermuda and Guernsey.

Amongst his professional accolades, David has been named to the Citywealth Leaders List every year since 2009 and serves on the STEP Private Client Awards Panel of Experts. David is a frequent speaker at industry trade gatherings and has published numerous articles on topics of interest to the international private banking, trust and investment community.

David has served as trusted advisor to ultra-high-net-worth families, numerous family offices, select institutional clients and several philanthropic enterprises on matters relating to succession, growth, leadership, risk mitigation, regulatory control and governance.

David has counselled clients on six continents and has been engaged in the establishment and administration of over 100 private trust companies. He has extensive experience in all transactional aspects associated with the structuring, financing and management of diverse asset classes such as multi-national manufacturing and production facilities, new and old media assets, entertainment conglomerates, hotel chains, professional sports franchises, commercial and residential real estate, ships, aircraft, intellectual property and a variety of chattels including wine, classic automobiles, antiquities, bloodstock and fine art.

The latest articles from David Sussman

Strategy & Practice Management

WEALTH TALK SUMMARY - Key considerations when selecting a wealth adviser Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – David Sussman of EFG Wealth Solutions reveals how to separate the ‘good, bad and ugly’ when choosing a wealth manager..

The latest events from David Sussman

The latest event content from David Sussman

Strategy & Practice Management

WEALTH TALK SUMMARY - Key considerations when selecting a wealth adviser Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – David Sussman of EFG Wealth Solutions reveals how to separate the ‘good, bad and ugly’ when choosing a wealth manager..