Portrait of Filipe Andrade, CFA

Filipe Andrade, CFA

Management Consultant Financial Services, Transformation

Hello

Here's who I am & what I do

I'm an Associate Partner and management consultant at Horn & Company in Zurich, specializing in financial services transformation. With over a decade of consulting experience and a CFA charter, I bridge strategic thinking with hands-on execution.

Beyond client work, I focus on mentoring teams, building practical digital tools, and contributing to firm-building initiatives across consulting and capability development.

Projects

Representative engagements across regulatory transformation, post-merger integration, client experience, and new business setup.

Experience

03/2015 – Present
Associate Partner (since 2025)
Horn & Company Schweiz GmbH
Zurich / Zug, Switzerland

Promotion track: Associate (2017), Senior Associate (2018), Manager (2020), Principal (2022), Associate Partner (2025). Leading complex transformation and regulatory programs in banking and wealth management, including post-merger integration, Swiss emergency planning, too-big-to-fail target operating model work, and front-to-back transformation PMO.

07/2013 – 09/2014
Assistant Fixed Income Portfolio Management Team
Deutsche Bank (Schweiz) AG
Zurich, Switzerland

Supported insurance client portfolios with analysis, internal and client reporting, KPI cockpit design, and front-to-mid-office process optimization to improve portfolio management transparency and execution quality.

01/2013 – 07/2013
Intern, Investment Banking Coverage & Advisory
Deutsche Bank (Schweiz) AG
Zurich, Switzerland

Worked on capital markets and advisory topics, including strategic and financial analysis and transaction materials supporting hybrid capital issuance and M&A-related sales work.

01/2012 – 06/2012
Intern, Debt Capital Markets
Arab Banking Corporation Brasil SA
Sao Paulo, Brazil

Contributed to debt underwriting and structured finance work, including a USD 1bn+ underwriting transaction for a Brazilian state institution and securitization support for a major construction project.

Education

06/2024
Group Dynamics 5-Day Seminar
Team Dr. Rosenkranz GmbH
Management Training & Organizational Development
12/2012 – 06/2019
Chartered Financial Analyst (CFA)
CFA Institute
09/2011 – 12/2014
Master of Arts in Banking and Finance (MBF)
University of St. Gallen (HSG)
St. Gallen, Switzerland
09/2007 – 05/2011
Bachelor of Arts in Business Administration
University of St. Gallen (HSG)
St. Gallen, Switzerland

Contact

Interested in working together or just want to say hello? Feel free to reach out.

Location

Zurich, Switzerland

LinkedIn

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