About Us

MFINAD is a leading provider of advisory services for Alternative Investments. The company is based in Feusisberg, Switzerland.

Why Us

Our background in structuring and issuing of investment products within the top Investment Banks and our solid know-how in the Derivatives Market build the core strengths in order to provide you with the most innovatives Investment ideas and implementations.

A solid basis of trust, short communication channels and transparency will ensure to be your advisor of choice.

Our vision and values

We aim to be the best and most respected independent investment advising firm by providing outstanding client service.
Our fundamental values consist in transparency, excellence, innovation and dedicated service for our partners and their needs.

Marcos Montero  / Founding Partner

Marcos  brings a wide experience in Investment Banking. After completing the Univestity of St.Gallen, HSG, in 2003 with a Master in Financial Markets Therory and a thesis in Catastrophe Bonds, he started in the Fixed Income Trading Devision of BNP Paribas covering the Swiss Institutional Market. There he earned wide experiance in the pricing and issuing of Bonds, as well as in structuring and valuating  all kind of of interest rates and credit Derivatives. In 2008 he started at Credit-Suisse as Vice President, in charge of  structuring and marketing all kind of EMTN Notes, Structured Products, Fund linked Products, algorithm Strategies, CDO’s and alternative Investments. In 2010 he was co-founder of an innovative Real Estate company in Switzerland with focus on swap mortgages in  combination with  mezzanine loans.

He speaks  English, Spanish, French, Portuguese, Italian and German,