A new independent investment and wealth advisory boutique, Global Strategic Advisory Group, opened its Zürich office this month on Nüschelerstrasse.
The firm was founded by Patrick D’Amico, who serves as CEO. Thomas Schaad joined as partner and head of the Investment Office, while Christian Hiller was appointed partner and head of Advisory and Products. Ralph Baumann, previously co-CEO of Innfoliolytix and a former Credit Suisse executive, was named CFO and COO. Baumann will retain his role at Innfoliolytix.
The advisory group positions itself as an independent multi-bank platform, collaborating with various financial institutions and specialized providers. Its services include wealth and investment advisory, asset management, tailored financing solutions, strategic wealth structuring and complex individual solutions.
D’Amico highlighted the firm’s long-standing relationships in Switzerland, the Gulf region and major global financial centers. Hiller emphasized the platform’s independence, stating it was built from the ground up to deliver long-term client value amid evolving market, regulatory and political conditions.
All three founding partners previously worked at HSBC, having transitioned from Credit Suisse. D’Amico joined HSBC in 2023 as Global Market Head for Qatar after 26 years at Credit Suisse, where he managed Ultra-High-Net-Worth clients across Zürich, Singapore, Dubai and Doha. Hiller spent two years at HSBC as Senior Relationship Manager in Structured Solutions and Islamic Finance, following 19 years at Credit Suisse in roles including COO for UHNWI in Western Europe and EMEA, as well as head of Structured Lending and Islamic Finance. Schaad, who joined HSBC two years ago as Senior Relationship Manager, previously spent 15 years at Credit Suisse in relationship management roles after entering via the bank’s graduate program.
The firm plans to expand its team in November with the addition of a legal counsel and another new hire.
