FINAD
Overview
FINAD is an independent multi-family office headquartered in Zürich, Switzerland, with additional offices in Hamburg, Germany, and Vienna, Austria. Established in 1976, the firm specializes in providing comprehensive financial advisory services to high-net-worth individuals, families, entrepreneurs, and foundations. Their offerings include strategic wealth planning, investment management across various asset classes, and guidance on entrepreneurial, tax-related, and philanthropic matters. FINAD emphasizes a holistic approach, integrating global expertise with local insights to meet the unique needs of each client. The firm's investment strategy is characterized by a long-term perspective, focusing on sustainable growth and risk management. They offer services in private equity, real estate, fixed income, hedge funds, and venture capital, catering to different stages of investment such as growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. FINAD's geographical focus spans Switzerland, Germany, and Austria, reflecting their commitment to serving clients in these regions. With a mission rooted in discretion, humility, and leading by example, FINAD has been guiding clients through various financial phases since its inception. Their team of specialized generalists works closely with clients to understand their goals and provide tailored solutions, ensuring clarity and simplicity in all financial decisions. The firm's independence allows them to concentrate entirely on the interests and true needs of their clients, fostering trust and long-term relationships.
Investment Focus
- High-net-worth individuals
- Families
- Entrepreneurs
- Foundations
Portfolio Companies
Reach FINAD directly
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Unlock full contacts →Frequently asked questions about FINAD
What sectors does FINAD invest in?
FINAD invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Zurich, Switzerland. FINAD is listed as a family office in the ConnectSafely investor database.
What stage does FINAD invest at?
FINAD backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does FINAD invest in?
FINAD invests across Germany, Switzerland and Austria.
Who are the partners at FINAD?
Team members listed for FINAD include Ullrich Fischer (Chief Investment Officer) and Maximilian Mantler (Deputy Chief Investment Officer).
What companies has FINAD invested in?
FINAD's portfolio includes Apple, Amazon, Siemens, Volkswagen, BP, Shell, Coca-Cola and PepsiCo.
How do I contact FINAD?
FINAD's contact details are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
