Our employees

Nada works in the securities accounting team. She books, monitors and controls the transactions and holdings of the portfolios in our consolidation software so that asset overviews of our clients are always kept up to date. Nada speaks German, Italian and French. An avid gardener with a green thumb, Nada works in her garden in her spare time.

Marlis works in the securities accounting team. She specializes in the booking and mapping of complex private market investments in our client portfolios. In addition to processing bank interfaces, she is also responsible for targeted control mechanisms across all portfolios. An important task is the preparation of individual, strategic client reports. Marlis also manages the financial accounting of various clients. Marlis speaks German and English. She has a passion for her horses and manages a small vineyard.

Dayanna assumes the role of Head Compliance. She ensures that relevant laws, ordinances and internal guidelines are observed and implemented, particularly in the fight against money laundering and in data protection law. She also supports the responsible employees in risk management where necessary. Dayanna speaks German, Spanish and English. In her free time she can be found on dance floors dancing salsa.

Martin is Chief Technology Officer of the Finad Group. He is the designer and head of Finad’s complex IT, which forms the basis for the creation of complex and individual customer reports. Martin administrates countless interfaces to custodian banks, networks the individual systems into a whole and is the contact person for customers, employees and external service providers when it comes to software issues. And because IT is never static, Martin is constantly working on further development of the Finad IT landscape. Martin speaks German and English. He is a baseball fan and Canada expert.

Reinhard works as a portfolio manager and is a member of the FINAD CIO team. He is a product specialist for derivatives and power user of the FINAD-wide information and portfolio management systems Infront and Bloomberg. He speaks German, English and French. Reinhard is a gifted chef who gets inspired by his travels.

Maximilian is Deputy Chief Investment Officer and portfolio manager in the FINAD CIO team. In his role, he is jointly responsible for the analysis and selection of equities and other investment opportunities. He conducts detailed data analyses across investment strategies and performs operational portfolio management tasks. Maximilian is CFA Charterholder and speaks German, English and Spanish. After work, he plays football or swings his golf club.

Katja is an associate and risk manager of the FINAD Group. She supports client advisors and their clients in their daily tasks and challenges, is in close contact with the specialists of the FINAD Group and coordinates processes of the FINAD branch in Hamburg. She speaks German, English, Portuguese and Spanish. Katja has a soft spot for languages and linguistics and is also an enthusiastic cyclist.

Sandro works as ICT Manager for the FINAD Group. Together with the CTO, he drives the development of the complex IT landscape. He administers the various software and is the contact person for employees and external IT service providers. Due to his education, Sandro has a broad knowledge of information security. He speaks German and English. Sandro is a soccer enthusiast and likes to ride his motorcycle in his spare time.

Aldijana works as an assistant client advisor in account management. In addition to supporting the management, she is also responsible for various administrative matters in the support of clients. She also works closely with custodian banks and asset experts. Aldijana speaks German, English, Chinese and Bosnian. She sparks her passion as a sinologist in China-related topics. In her free time, she enjoys playing badminton.

Marino works as an assistant client advisor in the client service department. He supports the associates in the implementation of investment decisions as well as in the evaluation of direct investments. Marino speaks German, Rhaeto-Romanic, English and Italian. In winter, he can often be found on the slopes of his hometown Savognin in Graubünden.

Jens is an account manager and supports the partners in their work. He advises clients on all aspects of their assets and, due to his experience in analysing and valuing companies, deals in particular with direct investments. Jens speaks German, English and Spanish. In his free time, he enjoys playing football and working out at the gym.

Margit works in the securities accounting team. She has in-depth knowledge and experience with corporate actions and understands how to map complex instruments and their transactions in our client portfolios. In addition to processing bank interfaces, she is also responsible for various control mechanisms. Margit speaks German and English. In her free time, she enjoys spending time in nature with her four-legged companion and she also likes to travel – preferably to the sea – with a preference for the island of Naxos.

Arlette works as an Assistant Client Advisor in account management. She supports the team in various asset matters and works closely with clients, custodian banks and other external specialists. Arlette speaks German and English. In her free time, she loves traveling to and exploring foreign countries, cooking at home, visiting the gym and spending time at/in the lake of Zurich.

Franziska is the assistant to the executive management. She supports the management and the office in various matters. She speaks German, English and French. Franziska likes to do sports in her free time, mostly in the mountains.

Fabienne works as an Assistant Client Advisor in the client service department. She supports client account managers in servicing clients in their various wealth matters and works closely with the custodian banks and other external specialists. She speaks German and English. In her free time, Fabienne enjoys traveling to foreign countries and can be found on the Swiss ski slopes in winter.

27 years of experience in asset management and private banking at large organizations like LGT Private Banking and Credit Suisse Asset Management. CEO of Quantis Investment Management in Hungary for 7 years. Akos holds a Bachelor’s degree in trading and finance from Budapest Business School.

He has been Partner with FINAD since 2022.

15 years of Private Banking experience, his last position was Managing Director at LGT Private Banking, previously worked for Swiss and British private banks as member of the Central European team focusing on mainly Hungarian clients. Norbert holds a Bachelor’s degree in Finance and Accounting from International Business School in Budapest and Oxford Brookes University. He has been Partner with FINAD since 2022.

After my graduation in Business Administration from University of Zurich and various internships, I joined the banking industry. UBS Wealth Management was my employer for 16 years, I though decided to get closer to clients and joined FINAD AG. Here at FINAD, I have the right team at my side to serve my clients’ needs best.

Liana works as an assistant client advisor in account management. In addition to supporting the management, she is also responsible for various administrative matters in the support of clients. She also works closely with custodian banks and asset experts. She often spends her weekends in Ticino.