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Gian-Marco Rinaldi

Gian-Marco Rinaldi

Gian-Marco Rinaldi

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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.

Languages
  • German – Mother tongue
  • English – Fluent
  • Italian – Fluent
  • Spanish – Fluent
Publications
Work experience
2016 - Present
Managing Director
FINAD GmbH, Vienna
2009 - Present
Senior Partner, Shareholder
FINAD AG, 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 - 2007
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.
Mandates
2009 - today
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
Work experience
Mandates
Education
Languages
Work experience
2016 - Present
Managing Director
FINAD GmbH, Vienna
2009 - Present
Senior Partner, Shareholder
FINAD AG, 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 - 2007
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.
Mandates
2009 - today
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
Languages
  • German – Mother tongue
  • English – Fluent
  • Italian – Fluent
  • Spanish – Fluent

Personal convictions

Values
My upbringing along with the conscious and sustainable shaping of a value system remain my guiding principal to this very day. Classic values, such as diligence, discipline, respect and tolerance shape this system.
Markets
The market that I monitor is a market of experts and data. I always recommend looking beyond the boundaries of so-called markets to the people behind them and their expectations, fears and possibilities. This understanding shapes my access to possibilities which I can then identify accurately.
Trends
There are trends which have a dominant effect on our business. Digitalization is the first one to impose a new speed on reality and change the bank-client relationship. Another trend is high-quality consultation, which is what we offer here at FINAD. We set the standards here.
Risks
Our job is to identify, evaluate and monitor risks. We set out our evaluation transparently. Risks are a question of character. In the end, the client makes their decision according to their personal assessment and prioritization, which we have to understand.
Countries
Switzerland is the heart and soul of individual financial consultancy and the safe haven from which I look after my clients and all their global connections. To be successful, I have to understand the legal relationship between these countries and Switzerland. I view the world from this perspective.
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.
Values
My upbringing along with the conscious and sustainable shaping of a value system remain my guiding principal to this very day. Classic values, such as diligence, discipline, respect and tolerance shape this system.
Markets
The market that I monitor is a market of experts and data. I always recommend looking beyond the boundaries of so-called markets to the people behind them and their expectations, fears and possibilities. This understanding shapes my access to possibilities which I can then identify accurately.
Trends
There are trends which have a dominant effect on our business. Digitalization is the first one to impose a new speed on reality and change the bank-client relationship. Another trend is high-quality consultation, which is what we offer here at FINAD. We set the standards here.
Risks
Our job is to identify, evaluate and monitor risks. We set out our evaluation transparently. Risks are a question of character. In the end, the client makes their decision according to their personal assessment and prioritization, which we have to understand.
Countries
Switzerland is the heart and soul of individual financial consultancy and the safe haven from which I look after my clients and all their global connections. To be successful, I have to understand the legal relationship between these countries and Switzerland. I view the world from this perspective.
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.

Publications

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