Olivier Fricker
I was born and raised in Basel as a Swiss-Luxembourg dual citizen. After my education, I started my working career in banking and finance before emigrating to Beijing for a six-year study abroad (Master of Science in International Business).
Back in Switzerland, I continued my professional career as a management consultant for a renowned Swiss entrepreneurial family, working mainly in Switzerland and Brazil.
Many exciting assignments and projects later, I decided to return to Switzerland, settle down and work for a family office. At FINAD, I am able to apply my experience in financial and wealth matters, in management and marketing as well as in dealing with people, in a comprehensive, needs-oriented and also interdisciplinary way. As a certified Financial Advisor, I advise wealthy families and entrepreneurs from Switzerland and all over the world, with a focus on sustainable financial- and wealth-planning.
Focus on wealth planning, portfolio management and asset management, customized ESG/SRI investment solutions, tax, legal and estate planning as well as real estate management and administration and general family office services.
Responsible for marketing activities within the FINAD Group.
Wealth management and advisory services for high net worth families and entrepreneurs throughout the whole life cycle, up to retirement and estate planning.
Development of the business plan and strategy for a greenfield investment of a renowned Swiss entrepreneurial family in Brazil, optimization of the local operation in production and sales, management of the local team.
Responsible for China market entry, sales channel development, product placement, branding, pricing.
Responsible for China market entry, sales channel development, product placement, branding, pricing.
Assisted the Team Head in providing advisory services to high net worth individuals (HNWI).
Sale of fund saving plans and investment savings solutions.
Guest speaker at IfFP Swiss Wealth Management Training Center, Shanghai China.
I grew up multiculturally and met people from all cultures and social classes at home, but especially abroad. These valuable experiences have enriched my life and broadened my horizons. Thanks to these encounters, I have developed a sensitivity in dealing with people from other cultures.
Olivier Fricker PrincipalObtaining the CERTIFIED FINANCIAL PLANNER™ certification to provide services as a CFP® professional.
Attended various seminars in the areas of financial planning and business succession.
Financial Planner with Swiss Federal Diploma at the Institute for Financial Planning, Zurich, Switzerland.
Certified Financial Advisor IAF at the Institute for Financial Planning, Zurich, Switzerland.
Master’s degree in international Business at the School of International Trade and Economics from University of International Business and Economics in Beijing, China.
Bachelor’s degree in Business Administration from UIBE Business School, University of International Business and Economics in Beijing, China.
Studies of Chinese language at Beijing Normal University in Beijing, China.
European Foundation Certificate in Banking (EFCB) from EBTN, certification as part of the all-round internship at Basler Kantonalbank, Basel, Switzerland