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Andrea PadoanAP

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About Andrea

I am a strategic finance and business advisor with over 10 years of experience across management consulting, asset management, and venture advisory. My background includes roles at Deloitte (Strategy & Operations – Banking), Brightside Capital (investment analysis and portfolio management for HNWIs/UHNWIs), and over five years supporting SMEs and startups in financial strategy, fundraising, and valuation.

I’ve co-founded a consulting firm focused on helping early-stage and growth-stage ventures scale sustainably, raise capital, and optimize business models and a financial advisory firm focused on asset selection, portfolio management and optimization. I regularly support clients in defining growth roadmaps, developing investor materials (pitch decks, financial models, business plans), and structuring deals across equity and venture debt. I’ve also worked closely with innovation hubs, such as the USI Startup Centre, and advised both founders and investors on how to bridge operational and financial priorities.

I hold an Executive MBA and an MSc in Banking & Finance from Università della Svizzera Italiana, and a BA in Economics from Ca' Foscari University of Venice. My approach blends analytical rigor with practical, execution-driven support across capital raising, M&A readiness, and financial planning.

Based in Switzerland, I work with clients globally. I’m available for both strategic engagements and hands-on execution, and I can work independently or as part of a broader team.

  • Italian

    Native or bilingual

  • English

    Fluent

Can work on-site
Lugano (up to 50km)

Experience

  • Athena Advisory Group
    Partner, Financial and Business Advisor
    BANKING AND INSURANCE
    January 2025 - Today (1 year and 5 months)
    Lugano, Switzerland
    Advising high-net-worth and ultra-high-net-worth clients on wealth management, focusing on asset selection, portfolio construction, and long-term value creation.

    Developing tailored investment strategies based on client goals, risk tolerance, and market outlook.
    Selecting top-performing funds and securities across asset classes, including equities, fixed income, alternatives, and private markets.
    Creating bespoke portfolio structures and advised on structured products to enhance yield, manage risk, or gain specific exposures.
    Monitoring and optimizing portfolios using quantitative tools and performance analytics, ensuring alignment with evolving market conditions.
    Providing regular reporting and insights, and coordinating with tax, legal, and estate planning professionals to deliver holistic financial solutions.
    Building trusted client relationships through discretion, consistent results, and deep market expertise.
  • Match Strategies
    Partner, Project Manager, Business & Financial Advisor
    CONSULTING AND AUDITS
    May 2020 - September 2023 (3 years and 4 months)
    Lugano, TI, Switzerland
    Provided strategic business and financial advisory to startups and SMEs across growth, fundraising, and investment readiness.

    Advised founders on business model validation, market positioning, and go-to-market strategy.
    Led financial planning and analysis, including budgeting, forecasting, and cash flow modeling.
    Structured fundraising processes: developed investor materials (pitch decks, data rooms), refined valuations, and negotiated term sheets.
    Supported equity and venture debt financing across pre-seed to Series A rounds.
    Delivered tailored company valuations and supported due diligence for both investors and startups.
    Collaborated with accelerators and developed corporate innovation programs, including PKB’s Add-Venture Academy, to support early-stage ventures.
    Coached startup teams on investor readiness, financial discipline, and long-term scaling strategies.
  • Brightside Capital
    Investment Analyst
    BANKING AND INSURANCE
    January 2018 - January 2020 (2 years)
    Lugano, Switzerland
    Supported portfolio management and investment advisory for high-net-worth and ultra-high-net-worth clients, focusing on long-term capital growth and risk management.

    Conducted market analysis and investment research across asset classes to support portfolio construction.
    Selected high-quality funds and structured investment solutions tailored to client objectives and risk profiles.
    Assisted in building diversified portfolios and regularly reviewed asset allocations for performance optimization.
    Monitored risk exposures using quantitative tools and proposed rebalancing strategies as needed.
    Prepared client reports and performance reviews, ensuring transparency and alignment with evolving needs.
    Built and maintained trusted relationships with HNW and UHNW clients, providing insights on market trends and portfolio strategy.

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Education

  • Executive MBA
    Università della Svizzera Italiana (USI)
    2023
    Executive MBA
  • Master of Science in Economics
    Università della Svizzera Italiana (USI)
    2016
    Master of Science in Economics

Skill set

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