Your goals. Your needs. And a partner to guide you forward. At FINAD we think big – and we think long-term.
We can advise you on your most important financial decisions, from strategic wealth planning and investments across asset classes to entrepreneurial and tax-related issues and philanthropic commitments. We pride ourselves on our independence and holistic approach. And putting your interests at the heart of all we do.
When you see the picture, you can focus on the details.
Whether you’re a family, foundation or company, we can provide the right advice for your distinct financial needs. What sets us apart is our broad range of in-house expertise. We can also tap into our extensive network of specialists if the situation demands it – always keeping your interests and the big picture in mind.
„Our guiding principles are discretion, humility and leading by example − values which are essential to how we operate and simply can’t be measured. We’ve strictly adhered to these principles since our founding in 1976, and they continue to guide us as we manage our clients’ assets through different phases.“
Thomas Loher President of the Board
It’s about understanding our clients' financial needs – and our clients as people.
We’re a team of specialised generalists: experts who know how to think holistically, creatively and with your priorities in mind. We’re only satisfied once we have found a solution that works for you – and your goals and needs
People at FINAD take a genuine interest in working with our clients to help them tackle different challenges.
We are more than financial advisors: we’re CFOs, confidants and sparring partners. But our experience never gets in the way of a fresh perspective. We’re curious and committed to finding solutions for a changing world – without losing sight of what matters to our clients. And we like to work across topics and think beyond borders. What about you?
A clear horizon with your goals in sight.
At FINAD we place great emphasis on providing our clients with tailored support. With offices in Zurich, Hamburg and Vienna, we combine global expertise with local know-how to meet every client’s needs.