Olivier Fricker

City Zürich

FINAD Family Office und Vermögensverwaltung

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Making better financial decisions together – expertise always at your side

Born and raised in Basel as a Swiss-Luxembourg dual citizen, I began my professional career in banking and finance. I then completed six years of study abroad and obtained a master's degree in international business in Beijing, China. After returning to Switzerland, I continued my career as a management consultant for an entrepreneurial family, working mainly in Switzerland and Brazil.

After several years of diversified project work, I decided to continue my work in Switzerland and joined a multi-family office. At FINAD, I bring my extensive experience in the areas of finance, wealth and management in a holistic, needs-oriented and interdisciplinary manner.

As a financial planner with a federal professional certificate and CFP®, I advise wealthy families and entrepreneurs in Switzerland and internationally, with a focus on sustainable financial and wealth planning.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2022

  • TestedCertified Financial Planner™, 2022

Language(s) in counseling

  • Französisch

  • Englisch

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • Schweizerischer Finanzberaterverband SFBV

  • Verband Schweizerischer Vermögensverwalter VSV

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Invest money

Budget plan after divorce

Affordability as a widow

Financial independence

Financial Planning

Receive a pension or capital

Budget plan after retirement

Who inherits how much?

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Sell a property

Buy a home

Pension fund buy-in, is it worthwhile?

Settle an inheritance

Self-employment

Donate an inheritance

Second opinion on retirement plan

Second opinion

Advance on inheritance

Invest vested benefits funds

Pension situation

Advance directive and living will

Insure against disability and death

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