About Alpen Partners

Founder And Managing Partner

Mr. Gabris previously worked as a senior client advisor at the private banking unit of Lombard Odier in Zurich and Geneva. Prior to that, he worked as a research sell-side analyst at Lombard Odier in Zurich and as an analyst at the institutional asset management unit of UBS in Zurich. Mr. Gabris holds a MBA degree from Columbia University (New York) and a Master of Science in Production Management from the Swiss Institute of Technology. He is also a certified Financial Analyst and Portfolio Manager (AZEK-CFPI). Mr. Gabris is a car and motor racing enthusiast. He is a Swiss citizen.

Managing Partner

Mr. Kamer previously worked as a senior client advisor at UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. He focused on advising US clients with international connections, typically persons with dual tax status, as well as US nationals living outside the US. Mr. Kamer is advising high net worth individuals either directly or indirectly through their family offices and trusted advisors. Prior to that, Mr. Kamer worked as UBS Branch Manager in Thalwil and Pfaeffikon, with a focus on the Executives and Entrepreneurs client segment. Mr. Kamer holds an Executive Program Degree from the Swiss Finance Institute in Zurich. He is also a certified Wealth Management Advisor (CWMA). Mr. Kamer is a passionate tennis player and a family man. He is a Swiss citizen.

Partner

Mr. Homann previously worked as head of the desk servicing Multi Family Offices and Independent Asset Managers at Bank J. Safra Sarasin in Zurich. Prior to that, Mr. Homann worked at UBS in Zurich servicing MFOs primarily based in London and in the UBS product team focusing on estate planning solutions for international clients. He started his career in the Management Consulting area of PricewaterhouseCoopers. Mr. Homann is Partner and COO of the firm. He holds a Master of Science in Business and Economics from Lund University in Sweden. He first came to Switzerland for an Exchange Program at University of St. Gallen in 1998 and has remained in Switzerland since then. Mr. Homann is a keen skier, likes to mountain bike and play tennis and golf. He is a Swedish and Swiss citizen.

Partner

Ms. Calisti previously worked as a senior client advisor at Julius Baer in Zurich. Prior to that, she worked as senior client advisor at UBS Wealth management in Zurich and in Milan. She is advising mostly Italian speaking clients, with a focus on executives and entrepreneurs. Ms. Calisti holds a Master’s Degree in Economy from the University of Napoli. She is a certified Project Management Professional (PMP) in Padua (Italy). She is also a certified Promotore Finanziario (PR) in Italy and a Certified Wealth Management Advisor (CWMA) in Switzerland. Ms. Calisti enjoys travelling, scuba diving and surfing. She is an Italian citizen.

Partner

Mr. Blauth previously worked as Head of Wealth Management Zurich at Vontobel Swiss Wealth Advisors AG, the SEC unit of Bank Vontobel. He was one of the founding partners, Member of the Management Board as well as Voting Member of the Investment Committee. Prior to that, he was working as a relationship manager at Zurich-based private bank Maerki Baumann & Co, where he focused on advising US clients living outside of the US. He started his career at Swiss Bank Corporation (SBC), which is UBS AG today. Mr. Blauth has over 30 years of experience in private banking. He has been trained in numerous educational programs and is a certified Wealth Management Advisor. Mr. Blauth is a car enthusiast, enjoys travelling and playing golf. He is a Swiss & German citizen.

Partner

Mr. Iglehart previously worked as a senior client advisor at BNP Paribas Wealth Management in Geneva. He focused on advising Key Clients from Switzerland and Western Europe. He started his career at Deutsche Bank, first as an alternative investment specialist. Later, he joined the Middle East Team as Business Manager, before joining Bank CIC Switzerland as a client advisor for the Swiss market with a focus on executive entrepreneurs and institutional clients. Mr. Iglehart holds a Master’s Degree in Business Administration from the University of Geneva (HEC) as well as several banking certifications. He is passionate about new technologies and astrophysics. He also enjoys traveling, scuba diving and motor sports. Mr. Iglehart is a Swiss citizen.

Partner

Mr. Eisenring has more than 30 years of experience in the financial industry. He previously worked as a Senior Private Banker at Client Advisor at Credit Suisse, Zurich covering the Mexican Market. Prior to that, he worked as a Senior Private Banker at ABN AMRO Bank in Zurich covering different European Markets. He started his career in investment banking as a forex exchange trader at Swiss Bank Corporation (SBC) in Zurich and London. Mr. Eisenring has been trained internally at the different banks he worked for and participated in numerous cross-border, investment and estate planning programs. Is fluent in Spanish, English and German. Mr. Eisenring enjoys travelling, and playing golf. He is a Swiss citizen.

Partner

Mr. Garcia comes to Alpen Partners with a 30-year career in private banking and commercial banking in Mexico, the USA and Europe (London, Monaco and Geneva). Throughout his career, Mr. Garcia cultivated personal relationships with leading Mexican families and advised them both as institutional clients and for personal banking relationships. He previously worked at the senior management level for Bear Stearns and Alex Brown, which later became Deutsche Bank/Alex Brown. Mr. Garcia served on the management board of the Banque Pasche Monaco and was in charge of the Ultra High Net-Worth desk. Mr. Garcia attended the School of Finance at the University of Denver, the General Motors Management development program in Michigan and the Shearson Lehman/American Express Financial Consultant Internship Program. He is a private pilot and enjoys trekking in the Alps. He is a dual Mexican/US national.

Partner

Mr. Isaak has more than 25 years of experience in the banking industry. He focuses on advising high net worth Mexican families. Previously he worked as a senior private banker at Mirabaud & Cie, Zurich. Prior to that, he was engaged over a decade in different Wealth Management units of UBS in Zurich responsible for Mexican and European clients. Before joining UBS he had the chance to spend 3 years for Clariden Bank in Bogota / Colombia. He started his career at Swiss Volksbank where he worked in different areas (forex trading, credit department and portfolio management). Mr. Isaak has been trained internally at the different banks which he worked for and participated in numerous educational programs such as certified Wealth Management Advisor. Mr. Isaak is a passionate skier, enjoys traveling, hockey and mountain biking. He is a Swiss citizen.

Partner

Mr. Bösch previously worked as a senior client advisor of Hyposwiss Advisors, primarily advising Canadian clients. He was head of the Zurich office as well as voting member of the Investment Committee. Prior to that, he worked as a senior client advisor, team leader and deputy to the Market Head North America International at Credit Suisse in Zurich. Mr. Bösch holds a Bachelor’s degree in Business Administration with a Major in Banking and Finance from the Zurich University of Applied Sciences in Winterthur. In addition, Mr. Bösch holds a Chartered Investment Manager (CIM) designation from the Canadian Securities Institute and he is a Certified Wealth Management Advisor (CWMA) in Switzerland. Mr. Bösch is a padel-tennis enthusiast and enjoys travelling and hiking. He is a Swiss and Austrian citizen.

Partner

Mr. Lim joined Alpen Partners International from Pictet North America Advisors, where he worked as Senior Wealth Management Consultant. Prior to that, he advised US clients with UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. Previously, Mr. Lim was a Wealth Management Consultant with UBS Bank (Canada) in Vancouver serving high net worth private clients. From 1991 to 1998, Mr. Lim held various positions within the Private Banking Division of Swiss Bank Corporation (now UBS) in Zurich covering the Asian, European and Middle East markets. Mr. Lim received his Bachelor in Economics & Business Administration at the University of Applied Science in Zurich. He has extensive experience in cultivating successful long-term client relationships and developing tailor-made investment solutions. In his free time, Mr. Lim enjoys travelling and outdoor activities, playing tennis and golf. Mr. Lim is a Swiss citizen.

Partner

Mr. Bosshard previously worked as a senior client advisor at UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. Prior to that he worked in institutional equity sales at Citibank in Zurich and as a senior client advisor at Credit Suisse Zurich, first for the Venezuelan and then for the US market. Mr. Bosshard holds a Bachelor’s Degree in Liberal Arts from Hamilton College in Clinton, New York. He is a passionate nature photographer and a family man, who enjoys trekking and fly-fishing. Mr. Bosshard is a Swiss citizen who grew up in Venezuela.

Partner

Mr. Besterman previously worked as a senior client advisor at Ameliora Wealth Management covering US based clients. Prior to that he worked as an investment specialist and client advisor at Credit Suisse, UBS and Julius Baer. His key areas of focus have been in developing relationships and providing bespoke professional services. He has over 30 years of experience in the wealth management industry and his experience and knowledge of investment solutions has allowed him to provide and maintain consistent service and guidance to his clients. He holds a Bachelor’s Degree of Business from Roger Williams University in Bristol, RI. Mr Besterman enjoys rugby, skiing and golf. He is a Swiss and US citizen.

Partner

Mr. Erny previously worked for over a decade as a senior client advisor at Julius Baer in Zurich with a focus on European and Israeli clients. Prior to that he worked in the Treasury and Finance Department of Credit Suisse before joining the client advisory team in Zurich. He started his career in the insurance business at Nationale Suisse. Mr. Erny holds an Advanced Swiss Federal Certificate of Higher Education in Business Administration and is a Certified Wealth Management Advisor CWMA (SAQ). He dedicates his free time to the motion picture industry and to charitable initiatives for a nonprofit foundation. He is a Swiss citizen.

Partner

Mr. Gassmann previously worked as a senior client advisor at Julius Baer. He has more than 40 years’ experience in the financial industry with a focus on European and Israeli clients. He began his career at Credit Suisse, where he held various positions for 28 years and spent several years in London, Frankfurt and Vienna, where he was a board member of the local asset management company. He has extensive experience in cultivating successful long-term client relationships and developing tailor-made investment solutions. He is a Certified Wealth Management Advisor CWMA. Mr. Gassmann and his wife have two children and a grandchild. In his free time, Mr. Gassmann enjoys travelling and outdoor activities with his family, biking and golf. He is a Swiss citizen.

Partner

Mr. Dübi has over 20 years of experience in private banking. He previously worked as a senior private banker for Julius Baer covering the Mexican market. He started his career in the financial services of Mercedes Benz Mexico, where he was based for 5 years, before joining the private banking unit of UBS as a client advisor. He then moved to Credit-Suisse in Zurich to work as a senior private banker. Mr. Dübi holds an MBA in Finance from the University of Texas in Austin and a degree in Applied Sciences from the University of Bern. He is a certified Wealth Manager. Mr. Dübi enjoys skiing, sailing and playing golf. He is a Swiss citizen.

Partner

Mr. Maitre has almost 30 years of experience in Private Banking. He held various positions and functions in several independent asset management companies and banks in Geneva. After completing his studies, Mr. Maitre joined the Private Bank Darier & Cie (which then became Lombard Odier) as an analyst on the Swiss and US markets, then moving to the Asset Management team of the bank as Member of the Directors. He was heading a portfolio managers’ team focusing on European private clients. Mr. Maitre holds a Bachelor’s degree in Economics from the University of Geneva. Mr. Maitre is passionate of vintage cars and motorcycles, as well of horses and horse jumping. He is a Swiss citizen.

Partner

Mr. Tissot was previously Chief Investment Officer (CIO) and member of the Executive Committee of Geneva-based Banque Bénédict Hentsch. He started his professional career with Union Bancaire Privée (UBP) and then joined Lombard Odier for 17 years, first as sell-side analyst then as Head of the Swiss Equity Research Team. In his last position as Head of buy-side Equity Research for the group, he positioned Lombard Odier at the forefront of Socially Responsible Investments (SRI), both by including this approach in the bank’s financial research and by creating various investment solutions. In his career, Mr. Tissot also acted as a Partner and Director of an independent asset Management company based in Geneva where he was advising individual investors and mutual funds. Mr. Tissot enjoys scuba diving and is an enthusiastic vintage car driver. He is a Swiss citizen.

Partner

Mr. Jacobsen has more than 15 years of experience in the financial industry and has worked in various countries. He was previously a Senior Private Banker and Client Advisor at UBS in Mexico City. Prior to that, he worked as a Senior Relationship Manager at Credit Suisse, both at the headquarters in Zurich, Switzerland and in Mexico. Earlier in his career, Mr. Jacobsen worked at Citibank/Banamex at the Sales & Structure department as well as at the trading desks in Mexico, Brazil and the US (New York). Mr. Jacobsen holds a Bachelor’s Degree in Industrial Engineering from Tecnológico de Monterrey in Mexico City and a MBA from IPADE business school in Mexico. Mr. Jacobsen enjoys sailing, diving and cycling. He is a Chilean citizen.

Partner

Mr. Keller previously served as CEO and founder of an independent asset management company established 20 years ago in Zurich with offices in Pfäffikon, Locarno and Tokyo. Mr. Keller and his team were providing services to Swiss, European and Japanese clients. Prior to that, he was a member of the Board of Directors for a renowned private bank in Zurich and worked for Zurich Cantonal Bank for over 10 years as a Foreign Exchange trader in Zurich and in London. Mr. Keller obtained the Federal Diploma of Swiss Certified Bankers. Mr. Keller enjoys traveling, the world of wine, and is a car enthusiast. He is a Swiss citizen.

Portfolio Management

Mr. Krauss previously served as CIO and Member of the Management Board at Vontobel Swiss Wealth Advisors AG, the SEC unit of Bank Vontobel that serves US clients. Prior to that, he worked as Head of Portfolio Management at Notenstein Private Bank. He started his career as a Portfolio Manager in institutional asset management at Union Investment AG, Frankfurt. Mr. Krauss is Partner and CIO of Alpen Partners. He holds a Master’s Degree in Engineering from University of Stuttgart and a PhD in Engineering from University of Karlsruhe. He is also a Certified Financial Analyst (CEFA). In his free time Mr. Krauss enjoys travelling, fitness, skiing, and family life. He is a Swiss and German citizen.

Portfolio Management

Mr. Molliere previously worked as a senior client investment advisor at Julius Baer in Zurich and as a senior investment manager at Credit Suisse in Zurich and Geneva covering the UK market. Mr. Molliere began his career with JP Morgan in London as an equity analyst and fixed income sales-trading professional. Mr. Molliere holds a Master of Science in Economics and Finance from the University Paris Dauphine and a Master of Science in Finance and Econometrics from the University of London. He is also a Certified Wealth Management Advisor (CWMA) in Switzerland. Mr. Molliere enjoys kitesurfing on the Red Sea and Mixed Martial Arts. He is a French and Swiss citizen.

Head Of Private Clients Services

Ms. Meister-Röllin previously worked in the Private Banking division of LGT Bank in Zurich and in the Corporate Banking Unit of Credit Suisse Zurich as an assistant. Ms. Meister-Röllin is responsible for our private clients’ services unit, maintaining productive and professional relationships with our key clients. She works closely with our partners on all client-facing activities, providing proactive client service and issue resolution to improve the client experience. Ms. Meister-Röllin also oversees a variety of administrative functions. Ms. Meister-Röllin is a passionate swimmer and skier who enjoys travelling. She is a Swiss citizen.

Private Clients Services

Mr. Steiner previously worked in the wealth management unit of UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. Prior to UBS, Mr. Steiner worked in the Global External Asset Management Division of Credit Suisse Zurich as a Business Risk Officer. Mr. Steiner is part of our private clients’ services team and serves clients for all their sophisticated financial needs. He works closely with our partners to offer clients a holistic solution. He studied banking and finance and has been active in the private banking industry for more than 10 years. Mr. Steiner enjoys mountain biking and is an enthusiastic snowboarder. He is a Swiss citizen.

Private Clients Services

Ms. Ackermann previously worked in the Portfolio Management unit of Rothschild Bank AG in Zurich as an assistant. Prior to Rothschild, she worked for private banks like Lombard Odier and Pictet & Cie., as an assistant in the portfolio management and private banking departments. Ms. Ackermann is part of our private clients’ services team. She addresses our clients for all their sophisticated requests. She works closely with our partners on client-facing activities and with our portfolio management team. Ms. Ackermann is a passionate skier and snowboarder who enjoys travelling and diving. She is a Swiss citizen.

Private Clients Services

Mr. Mettenleiter has extensive experience in the financial services industry, with more than 29 years in Private Banking for U.S. customers, managing their wealth through international diversification. He joined from Vontobel Swiss Wealth Advisors, the SEC unit of Bank Vontobel, where he was one of the Founding Partners and Wealth Management Advisor of the Wealth Management Team in Zurich. Prior to that, he was Team Associate and Wealth Management Advisor at UBS Swiss Financial Advisers, the SEC unit of UBS AG, in Zurich. He started his career also in Zurich at UBS AG and former Swiss Bank Corporation, where he served as assistant for U.S. private individuals. Mr. Mettenleiter has been trained internally at these different banks, has participated in numerous educational programs and is a certified Wealth Management Advisor. Mr. Mettenleiter likes hiking, spending time at the campground, being together with friends and listening to music. He is a Swiss citizen.

Private Clients Services

Ms. Daniel previously worked as an Assistant in Private Banking for a boutique advisory firm specialized in asset management and family office services, before joining Alpen Partners. Prior to this, Ms. Daniel worked as a client services representative for a subsidiary of Credit Suisse, which provided Treasury Services to corporate clients. Ms. Daniel has gathered experience in securities services doing settlements and back-office work mainly for banks and Institutional clients at UBS AG. Ms. Daniel is part of our private clients’ services team. She addresses our clients for all their high-end requests and works closely with our partners on client-facing activities. Ms. Daniel is a passionate singer and lover of music who enjoys travelling. She is a Swiss citizen.

Private Clients Services

Ms. Sharifi Rubido previously worked for the Wealth Management Iberia Team in Zurich at UBS, as a senior assistant. Prior, she worked as a private assistant for a Managing Director, also at UBS. Ms. Sharifi Rubido is part of our private client’s service team and strives to assist with excellence our international clients in all their requests. She works closely with our partners and the portfolio management team in order to provide a high-quality service to our clients. Ms. Sharifi is a passionate boxer and loves to explore the newest Restaurants. She is a Swiss and Spanish citizen.

Private Clients Services

Ms. Larsson-Suter joined Alpen Partners with over 25 years of banking experience. She started her career at Credit Suisse Geneva as an assistant in private banking. She went on to work as a senior relationship manager in Geneva and Zürich for different banks, such as Credit Suisse, Deutsche Bank, and Bank Frey, servicing external asset managers and private clients. Ms. Larsson-Suter is part of our private clients’ service team working closely with our partners and the portfolio management team in order to provide a high-quality service to our clients. Ms. Larsson-Suter loves to travel, she enjoys food, doing voluntary work in various humanitarian projects and spending time with her family and friends. She is a Swiss citizen.

Private Clients Services

Ms. Dos Santos worked as a senior assistant for several External Asset Managers in Geneva. At the beginning of her professional career, Ms. Dos Santos was an assistant in the Private Banking unit of BNP Paribas, Banque Degroof and UEB Switzerland. She is now part of our private clients’ services team, working closely with our Geneva-based partners. She addresses our clients for all their sophisticated requests and is in close contacts with our portfolio management team. Ms. Dos Santos enjoys travelling, sports and music. She is a Swiss citizen.

Private Clients Services

Ms. Demharter joined Alpen Partners with 10 years of banking experience. She started her career working in risk management at HSBC, then joined Scotiabank in the corporate banking unit before becoming a private banking assistant at UBS. At UBS, Ms. Demharter was focused on providing a highly personalized service for customers. Ms. Demharter is part of our private clients’ services team, helping to build sustainable relationships with our clients and assisting with clients’ special requests and inquiries. Ms. Demharter holds a BA in Finance and is a passionate traveler and art enthusiast. She is a German citizen.

Private Client Services

Ms Baltic previously worked as a Relationship Manager within Private Banking at Credit Suisse, based in one of their offices in the Greater Zurich area. Prior to that she worked as a Relationship Manager at Raiffeisenbank. She holds a degree in Banking & Economics from Kalaidos University of Applied Sciences in Zurich. Ms Baltic is part of our private client team, where she works closely with our partners and portfolio management team to provide a high-quality service to our clients. Ms. Baltic is a passionate free diver, enjoys sports, good food and listening to music. She is a Swiss citizen.

Chief Financial Officer

Mr. Gabris is co-founder of Goldbach Capital AG, a multi-family office specializing in wealth and estate planning and based in Switzerland. After working at UBS in the controlling department and as deputy CFO of a Swiss family-controlled company active in the automotive industry, Mr. Gabris worked for more than 13 years as a tax expert for the Canton of Neuchatel in Switzerland. He has developed an extensive network among Swiss and international entrepreneurs, as well as with corporations and various government authorities both in Switzerland and abroad. Mr. Gabris holds a Master’s Degree in Economics from the University of Neuchâtel. Mr. Gabris is a car enthusiast and passionate about sports and nutrition. He is a Swiss citizen and the brother of our founder and CEO.

Business Management and Finance

Mr. Lukas previously worked in sales for a PropTech startup and at Zurich Sotheby’s International Realty. Prior to that, he interned at Schoellerbank in Vienna and at a consulting firm for private banks and family offices in the DACH region. Mr. Lukas holds a Master of Science in International Banking and Finance from Lingnan University (Hong Kong) and a Master of Science in Real Estate from Lucerne University of Applied Sciences and Arts. In addition, he holds two Bachelor of Science degrees and an Austrian accounting certificate. Mr. Lukas enjoys tennis and alpine sports. He is a Swiss and French citizen.