About Alpen Partners

Our team is filled with experts in their fields. We deliver one of a kind service to clients from every industry. Whether you are looking to enhance your portfolio or just trying to plan for the future, we are ready to guide you. Our thorough knowledge of international investment options will create and maintain wealth for generations to come. Further, our close relationships with private banks worldwide will give you access to elite investment options across the globe.
Vision
Vision

As an independent wealth management firm, Alpen Partners is dedicated to providing unbiased financial advice to our clients. Our goal is to create guidance that will enhance your financial future through a range of wealth management services, including portfolio management, financial planning, and accounting services.

Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.

Partners
Partners
Our partners are top financial advisors with years of experience
creating one-of-a-kind guidance to a global clientele.
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Pierre Gabris

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.

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Christian Kamer

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.

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Sonia Calisti

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.

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Philippe Iglehart

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.

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Pierre Tissot

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.

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Nicolas Maitre

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.

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Marcel Eisenring

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.

Claudio Isaak

Claudio Isaak

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.

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Horacio Garcia

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.

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Heinrich Bosshard

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.

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Ty Lim

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.
Mr. Lim and his wife have three children. In his free time, Mr. Lim enjoys travelling and outdoor activities with his family, playing tennis and golf.
Mr. Lim is a Swiss citizen.

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Matthias Erny

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.

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Andreas Keller

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.

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Francisco Jacobsen

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.

Team

Our Team

The Alpen Partners team is composed of top financial
professionals with an array of education and experience.

PORTFOLIO MANAGEMENT

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Anto Grubesa
Portfolio Management

Mr. Grubesa previously worked at M.M. Warburg Bank (Schweiz) as a Portfolio Manager. He started his professional career at WM Partners in Zurich as a Research Analyst. Mr. Grubesa is responsible for research and investment selection. He is a member of the portfolio management and trading team of Alpen Partners.
Mr. Grubesa holds a Master’s degree in banking and finance from the University of Basel. He is a passionate swimmer and car enthusiast. He is a Swiss citizen.

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Tanja Lanz
Portfolio Management

Ms. Lanz started her career at Alpen Partners after completing several internships in corporate finance and project management, including at PwC and SIX Financial Information. Ms. Lanz is part of the portfolio management team and specifically supports the trading and execution team. Ms. Lanz holds a Master’s Degree in Banking and Finance from the University of Zurich. She is a competitive wakeboarder and passionate skier. Ms. Lanz is a Swiss citizen.

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Agostino Miele
Portfolio Management

Mr. Miele joined Alpen Partners from BNP Paribas Wealth Management where he was responsible for the portfolio management of the Zurich branch. Before that, he was a portfolio manager at WMPartners Vermögensverwaltungs AG. He was previously in charge of the fixed income strategy at Credit Suisse in Luxembourg and covered different roles in the portfolio management department at Credit Suisse in Zurich. He started his professional career at Coutts Bank in Zurich as a graduate trainee.
Mr. Miele is a member of the portfolio management and trading team of Alpen Partners. Mr. Miele holds a Bachelor’s degree in Business Economics from Middlesex University in London and is a Certified FMVA Analyst. Mr. Miele enjoys travelling and outdoor activities with his family, playing the piano and skiing. He is a dual Swiss/Italian citizen.

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Benjamin Seger

Portfolio Management

Mr. Seger joined Alpen Partners from Zürcher Kantonalbank where he started his professional career. Most recently, he worked as an execution trader for mutual and hedge funds.
Mr. Seger is part of the portfolio management team and supports the trading and execution activities of Alpen Partners.
Mr. Seger holds a BSc in Banking and Finance from Zurich University of Applied Sciences (ZHAW).  He is enthusiastic about ice hockey and football. Mr. Seger is a Swiss citizen. 

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Daniel Steiner

Portfolio Management

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 CLIENT SERVICES

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Simone Röllin

Head of Private Clients Services

Ms. 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. 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. Röllin also oversees a variety of administrative functions.
Ms. Röllin is a passionate swimmer and skier who enjoys travelling. She is a Swiss citizen.

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Daniel Steiner

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.

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Sarah Ackermann

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.

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Claudia Tschudi

Private Clients Services

Ms. Tschudi previously worked for the wealth management unit of LGT Bank as a senior assistant. Prior to LGT, she worked as a private banking assistant for different banks, among others Sal. Oppenheim, UBS and Credit Suisse. Ms. Tschudi is part of our private clients’ services team and she strives to assist 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. Tschudi is a passionate golf player and likes to do sport in general. She is a Swiss citizen.

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Cornelia Daniel

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.

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Samira Sharifi Rubido

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 also a Swiss and Spanish citizen.

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Fatima Dos Santos

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.

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Rovena Katharina Demharter

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.

COMPLIANCE

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Nathalie Caldelari

Chief Compliance Officer

Ms. Caldelari joined Alpen Partners from an independent investment advisor where she was part of the compliance team. She was also involved in various portfolio management and operations tasks of the company. She started her professional career at BSI Bank in Lugano where she covered various tasks in the private banking unit. At Alpen Partners, Ms. Caldelari will assure that the company is in full compliance with the demanding rules and regulations of our regulators.
Ms. Caldelari holds a Master’s Degree in Finance from the University of Lugano and a CAS (Certificate Advanced Studies) in compliance management at the University of St-Gallen. She is a passionate snowboarder and traveller and enjoys horseback riding. She is a Swiss citizen.

COMPLIANCE

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Livia Graf

Compliance Officer

Ms. Graf previously worked on the compliance and onboarding teams of several private banks in Switzerland. Ms. Graf started her professional career as a lawyer in Brazil prior to moving to Switzerland in 2016.
Ms. Graf holds a Master’s Degree in Business International Law from the University of St. Gallen and is currently completing a CAS (Certificate Advanced Studies) in compliance management at the University of Zurich.
Ms. Graf is a passionate traveler who enjoys contributing to social projects.
She is a dual Swiss/Brazilian citizen.

FINANCE

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Nicolas Gabris

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.

Network
Network
Alpen Partners has developed an extensive network of tax,
legal and other specialists around the world that benefits its clients.

Our custodian banks are leading global banks. We work with the two largest publicly listed banks in Switzerland – UBS and Credit Suisse – as well as with the six largest private banks: Pictet & Cie, Julius Baer, Lombard Odier & Cie, Vontobel, UBP and J. Safra Sarasin.

We also have a strong relationship with the most prestigious banks in Monaco as well as in the US.

We structure products and investment solutions with the leading investment  banks of this world in order to get the best pricing and execution for our clients and invest in mutual funds and hedge funds from around the world.

We work with the world’s best attorneys and tax lawyers. Our unique network of experts in areas such as art collecting, copyright and real estate allow us to offer a unique value proposition to our clients.

Clients
Clients

Our clients are wealthy individuals, family offices and private foundations with liquid assets in excess of 500,000. They are coming from over 30 countries around the world. We share with them the same objective of wealth creation and preservation. Our global portfolios that are invested in all regions and currencies worldwide, combined with our extensive knowledge of sophisticated investment structures, allows us to advise clients from virtually any country in the world.

Our family office services are available to clients with assets in excess of 10 million. Please contact us to set up a meeting for a personalized consultation.

Alpen Partners
What makes Us different?
No matter the problem, Alpen Partners will handcraft a solution for you. We know that there is no one-size-fits-all when it comes to financial success. Our approach involves working with our clients to make a unique plan to meet their needs. Rest assured that we will work hard to guide you through the process of meeting your financial and personal goals.

 

Contact us to enhance your financial plan today.

INDEPENDENT

Alpen Partners is completely independent from all banks and agents and works with a network of highly qualified specialists around the world to provide its clients a service that goes beyond asset management.

RISK-ADJUSTED

Alpen Partners focuses on providing superior risk-adjusted returns to its clients through a true open architecture platform and a unique relationship to its custodian banks.

TRUST, TRANSPARENCY & HONESTY

Alpen Partners’s partners develop a relationship with their clients based on trust, transparency and honesty that goes beyond the usual client-advisor relationship and ensures a total alignment of interests.

qualified finance professionals

Alpen Partners’s entrepreneurial management and advisory board is comprised of highly qualified finance professionals that are committed to the firm and share the same value for excellence.