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Olivier Fricker

Olivier Fricker

Olivier Fricker

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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.

Languages
  • German (fluent)
  • English (fluent)
  • French (Fluent)
  • Luxembourgish (Fluent)
  • Chinese (Fluent)
  • Portuguese (Fluent)
Publications
Curriculum Vitae
2022 – current
Principal
FINAD AG, Zurich
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.
2020 – 2023
Marketing Manager
FINAD AG, Zurich
Responsible for marketing activities within the FINAD Group.
2018 – 2022
Associate
FINAD AG, Zurich
Wealth management and advisory services for high net worth families and entrepreneurs throughout the whole life cycle, up to retirement and estate planning.
2016 – 2017
Management Consultant
asia dynamics AG, Zurich, Sao Paulo
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.
2012 – 2014
Business Development Manager
Distillery Studer & Co AG, Beijing
Responsible for China market entry, sales channel development, product placement, branding, pricing.
2012 – 2013
Business Development Manager
Beschle Chocolatier & Confiserie, Beijing
Responsible for China market entry, sales channel development, product placement, branding, pricing.
2008 – 2010
Junior Client Relationship Manager/ Portfolio Manager
Baumann & Cie, Banquiers, Basel
Assisted the Team Head in providing advisory services to high net worth individuals (HNWI).
2007 – 2008
Junior Client Relationship Manager
Basler Kantonalbank, Olten
Sale of fund saving plans and investment savings solutions.
Mandates
2023 – current
Guest speaker at IfFP Swiss Wealth Management Training Center, Shanghai China.
Memberships
since 2022
FPVS FinanzPlaner Verband Schweiz
since 2022
SFBV Swiss Financial Advisors Association
since 2021
Society Switzerland-China
since 2020
Business Club Luxembourg – Switzerland
since 2016
UIBE International Alumni Association, Delegate in Switzerland
Education
2023
Obtaining the CERTIFIED FINANCIAL PLANNER™ certification to provide services as a CFP® professional.
2022
Attended various seminars in the areas of financial planning and business succession.
2021 – 2022
Financial Planner with Swiss Federal Diploma at the Institute for Financial Planning, Zurich, Switzerland.
2020 – 2021
Certified Financial Advisor IAF at the Institute for Financial Planning, Zurich, Switzerland.
2014 – 2016
Master’s degree in international Business at the School of International Trade and Economics from University of International Business and Economics in Beijing, China.
2011 – 2014
Bachelor's degree in Business Administration from UIBE Business School, University of International Business and Economics in Beijing, China.
2010 – 2011
Studies of Chinese language at Beijing Normal University in Beijing, China.
2005 – 2007
European Foundation Certificate in Banking (EFCB) from EBTN, certification as part of the all-round internship at Basler Kantonalbank, Basel, Switzerland
Curriculum Vitae
Mandates
Memberships
Education
Languages
Curriculum Vitae
2022 – current
Principal
FINAD AG, Zurich
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.
2020 – 2023
Marketing Manager
FINAD AG, Zurich
Responsible for marketing activities within the FINAD Group.
2018 – 2022
Associate
FINAD AG, Zurich
Wealth management and advisory services for high net worth families and entrepreneurs throughout the whole life cycle, up to retirement and estate planning.
2016 – 2017
Management Consultant
asia dynamics AG, Zurich, Sao Paulo
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.
2012 – 2014
Business Development Manager
Distillery Studer & Co AG, Beijing
Responsible for China market entry, sales channel development, product placement, branding, pricing.
2012 – 2013
Business Development Manager
Beschle Chocolatier & Confiserie, Beijing
Responsible for China market entry, sales channel development, product placement, branding, pricing.
2008 – 2010
Junior Client Relationship Manager/ Portfolio Manager
Baumann & Cie, Banquiers, Basel
Assisted the Team Head in providing advisory services to high net worth individuals (HNWI).
2007 – 2008
Junior Client Relationship Manager
Basler Kantonalbank, Olten
Sale of fund saving plans and investment savings solutions.
Mandates
2023 – current
Guest speaker at IfFP Swiss Wealth Management Training Center, Shanghai China.
Memberships
since 2022
FPVS FinanzPlaner Verband Schweiz
since 2022
SFBV Swiss Financial Advisors Association
since 2021
Society Switzerland-China
since 2020
Business Club Luxembourg – Switzerland
since 2016
UIBE International Alumni Association, Delegate in Switzerland
Education
2023
Obtaining the CERTIFIED FINANCIAL PLANNER™ certification to provide services as a CFP® professional.
2022
Attended various seminars in the areas of financial planning and business succession.
2021 – 2022
Financial Planner with Swiss Federal Diploma at the Institute for Financial Planning, Zurich, Switzerland.
2020 – 2021
Certified Financial Advisor IAF at the Institute for Financial Planning, Zurich, Switzerland.
2014 – 2016
Master’s degree in international Business at the School of International Trade and Economics from University of International Business and Economics in Beijing, China.
2011 – 2014
Bachelor's degree in Business Administration from UIBE Business School, University of International Business and Economics in Beijing, China.
2010 – 2011
Studies of Chinese language at Beijing Normal University in Beijing, China.
2005 – 2007
European Foundation Certificate in Banking (EFCB) from EBTN, certification as part of the all-round internship at Basler Kantonalbank, Basel, Switzerland
Languages
  • German (fluent)
  • English (fluent)
  • French (Fluent)
  • Luxembourgish (Fluent)
  • Chinese (Fluent)
  • Portuguese (Fluent)

Personal convictions

Values
As a child, I learned to appreciate traditional values such as decency, gratitude, honesty and appreciation. They play a central role in my life and shape me both privately and professionally. Especially in a world that is changing ever faster, values and traditions are important and should be lived consciously.
Markets
Other markets, other customs: While in some markets rigid codes of belief or behavior apply and unorthodox behavior or unconventional ideas are rejected, other markets work exactly the opposite way. That's why it's important to build a bridge between the different points of view and to proceed with sensitivity in a goal-oriented manner.
Trends
We live in exciting times: Augmented reality, blockchain, cryptocurrencies, metaverse, virtual reality ... trends are coming and going faster and faster. But some will stay and fundamentally change our lives. I'm convinced of that. The digital transformation is as drastic as industrialization and more important than the Internet.
Risks
Risks are part of life. It is okay and sometimes even necessary to take a risk. The crucial thing is to be sensitized to it and to recognize risks at an early stage. Only in this way can we avoid or at least minimize the possible dangers. Everyone has a different risk tolerance, and this must be taken into account and respected.
Countries
As a dual citizen, Switzerland and Luxembourg are close to my heart. Thanks to my studies and work, China and Brazil also have a special significance for me. Being at home in two cultures and having lived in several cultures is an important part of my personality.
People
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.
Values
As a child, I learned to appreciate traditional values such as decency, gratitude, honesty and appreciation. They play a central role in my life and shape me both privately and professionally. Especially in a world that is changing ever faster, values and traditions are important and should be lived consciously.
Markets
Other markets, other customs: While in some markets rigid codes of belief or behavior apply and unorthodox behavior or unconventional ideas are rejected, other markets work exactly the opposite way. That's why it's important to build a bridge between the different points of view and to proceed with sensitivity in a goal-oriented manner.
Trends
We live in exciting times: Augmented reality, blockchain, cryptocurrencies, metaverse, virtual reality ... trends are coming and going faster and faster. But some will stay and fundamentally change our lives. I'm convinced of that. The digital transformation is as drastic as industrialization and more important than the Internet.
Risks
Risks are part of life. It is okay and sometimes even necessary to take a risk. The crucial thing is to be sensitized to it and to recognize risks at an early stage. Only in this way can we avoid or at least minimize the possible dangers. Everyone has a different risk tolerance, and this must be taken into account and respected.
Countries
As a dual citizen, Switzerland and Luxembourg are close to my heart. Thanks to my studies and work, China and Brazil also have a special significance for me. Being at home in two cultures and having lived in several cultures is an important part of my personality.
People
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.

Publications

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