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Our origin

FINAD is owned equally by four shareholders.
We are exclusively committed to our clients.

1976
Founding of FINAD AG by Dr. Alfred Schwarzenbach and Miguel Steiner

The oil crisis, new investment products and ever-decreasing time horizons for investment transactions make asset management for large families increasingly complex. Demand from family and friends in business lead the two founders to the insight that independent and transparent advice, systematically aligned with customers’ needs, will become more and more important in the future.

2005
Arrival of the second generation

Christoph Schwarzenbach joins FINAD AG, becomes majority shareholder and takes over business management.

2009
Expansion of members & range of services

Dr. Clemens Gregor, Martin Enz and Gian-Marco Rinaldi join FINAD and become equal managing partners. They bring their many years’ experience in private banking, corporate finance, and asset structuring into the family business. As a multi family office and asset management company, FINAD can henceforth offer a wider range of services to wealthy clients.

2013
Majority interest in FINAD GmbH, Vienna

In 2013 FINAD purchases a majority stake in Tury Invest GmbH, which then operates as FINAD GmbH, Vienna. The managing shareholder in Vienna, Christian Tury, combines great investment and portfolio management expertise to develop the Austrian market.

2014
Expansion of FINAD AG

FINAD Zurich moves into new offices at Talstrasse 58. With the arrival of Robert Winter, an experienced partner has joined to strengthen FINAD’s presence in the strategic markets of Latin America.

2016
Expansion: FINAD GmbH, Vienna, opens a branch office in Hamburg.

FINAD AG increases its stake in FINAD GmbH, Vienna, to 100%, which in turn opens a branch office in Hamburg in January 2016. As branch manager, Frank Michaelis will primarily be responsible for the development of the German market as well as serving customers from Mexico.

2018
FINAD Group, Zurich, acquires majority stake in Solutio GmbH, Vienna

 

FINAD AG takes over 60% of the shares of Solutio GmbH and expands the circle of partners by three new partners. FINAD Solutio GmbH will continue to deal with all issues relating to foundations and large entrepreneurial families in Austria. At the end of 2018, a further partner joins the Hamburg branch.

 

2019
FINAD Zurich continues to expand

 

Two further partners join the Zurich office and are strengthening the business areas in Switzerland, Austria and Germany. In order to cope with the expansion spatially, additional office space on a new floor is added. Restructuring of the management by including the next generation.

 

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