Skip to content

Frank Michaelis

Managing Director Hamburg
Hamburg
+49 40 3600 3931

As I was born in Hamburg, I inevitably came across issues surrounding trade, maritime shipping, banking, monetary policy and the economy in the Hanseatic city.

The free trade of goods and services, which was started by the Hanseatic League in the 13th century and shaped the cosmopolitan attitude of the city of Hamburg, influenced my understanding of the free market from early on.

Our services enable business people and their families to outsource their financial matters to professionals, so that they are free to dedicate themselves to other aspects of their lives. I am the pilot, the captain, used to navigating the world’s oceans with large turning circles, and safely slipping through straits and port basins. I am motivated by the great benefit that we provide by mastering complexity.

Curriculum Vitae
Since 2016
Branch Manager Hamburg
FINAD GmbH Deutschland, Hamburg

Focus on Portfolio Management, Investment Advisory, Succession planning, Next Generation

2005 – 2015
Executive Director, Wealth Management Global Emerging Markets
UBS Europa SE, Hamburg

Portfolio Management, Investment Advisory, Succession Planning, Strategic Business Development

2003 - 2005
Senior Client Relationship Manager Private Banking
Dresdner Bank Lateinamerika AG, Hamburg

Portfolio Management, Investment Advisory, Succession Planning, Strategic Business Development

2001 – 2003
Management and Technology Consulting
Accenture GmbH, Kronberg / Taunus
Management and Technology Consulting, Market Unit Financial Services Project Management Banking and Insurance, Post-Merger Integration, Business Process Optimization and new technologies
Trends

Technological innovations are the drivers of many crucial developments, which obviously also affect us as a family office. Digitalization brings with it new business fields and client expectations. As Finad, we are required to regenerate continually and not think in phases.

Frank Michaelis Branch Manager Hamburg
Education
2013
UBS Universität

Wealth Management Diploma, UBS University

2012
Deutsche Börse AG

Certified Eurex-Advisor (Specialist Options & Futures), Capital Markets Academy, Deutsche Börse AG

1994 – 2000
University of Hamburg

Master of Business Administration and Economics, University of Hamburg

Leadership Development
2008
UBS Global Leadership und Talent Management

Senior Leadership Development Program, UBS Global Leadership and Talent Management