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Gian-Marco Rinaldi

Senior Partner
Zurich

Business matters have always appealed to me and my talent of offering advice grew during my work at the two major banks.

I was lucky to have very competent superiors and was able to develop my expertise in a wide range of fields. But it’s only being independent that allows me to offer independent and extensive advice.

As a specialized all-rounder in financial matters of high-net-worth individuals, I have found a niche which allows me to continually learn new things. In the same way, I offer clients a contact person, who puts a face to a very competent network. A large part of my work is strategic consultation, breaking down of complex matters and orchestrating lots of tools in very exciting projects.

Curriculum Vitae
2016 – present
Managing Director
FINAD, Wien
2009 – present
Senior Partner, Shareholder
FINAD, Zürich

Private equity, private debt, real estate, asset management, succession planning and taxes.

2007 – 2009
Managing Director
Bank Clariden Leu AG, Zürich

Corporate and structured finance, Private Equity, succession planning, international tax and estate planning.

2006 - 2007
Managing Director
Credit Suisse Solution Partners, Zürich

Structured finance, escrows, project-management and international taxes.

2000 - 2005
Manager
Credit Suisse Solution Partners, Zürich

Structured finance, escrows, project-management and international taxes.

1995 – 2000
Manager
UBS AG, Zürich

Manager in the recovery department with focus on the hotel industry.

1995
Member of Staff
Danzas, Zürich

Member of staff in the CFO department.

People

Interacting with clients means a great deal to me. Maintaining these relationships provides the building blocks that creates added value and which sets our work apart from that of the competition. At FINAD, we maintain this understanding and it is part of the trade that we pass on to our younger colleagues.

Gian-Marco Rinaldi Senior Partner
Mandates
2009 - present

Various board of directors mandates
a.o. NLS Pharmaceuticals AG, Jamahook AG

Education
1995 – 2009
Various seminars on Swiss taxes and international tax and estate planning
1998 – 1999
MAS in general management at University of applied science in Baden
1995
Corporate Finance education program at UBS.
1995
Master in law at University of Zurich