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The WealthBriefing Swiss EAM Awards for Excellence 2025 – Chief Executive Officer

Published: October 7, 2025
Founder & CEO, Pierre Gabris

Zurich, March 5, 2025 – At Alpen Partners we are honored that our Founder & CEO, Pierre Gabris, received the WealthBriefing Swiss EAM Awards for Excellence 2025 in the category Chief Executive Officer. This prestigious recognition is not just a personal milestone for Pierre but a testament to the collective dedication of our entire team reflecting our commitment to our clients. Taking a holistic view, our independent and flexible approach integrates estate planning, citizenship and residence planning, and strategic investment solutions tailored to the increasingly mobile lifestyles of high-net-worth individuals and families.

Building excellence: The key to our global success through teamwork and expertise

One of the most critical aspects of his role is building and maintaining a highly capable and experienced team of specialists—professionals who harmonize their skills and are committed to the goal of delivering sophisticated, high-end solutions for our discerning, global clients. Our strength lies in our ability to bring together diverse financial disciplines, providing our clients with comprehensive and forward-thinking strategies that aim to meet their evolving needs. This achievement would not have been possible without our 22 dedicated Partners and our supporting staff of 21, whose expertise, passion, and unwavering commitment to excellence shape our firm’s success.

Reinforcing our commitment to dynamic wealth management

Receiving this award reinforces our mission to provide truly independent, bespoke wealth management services in a rapidly changing world. At Alpen Partners, we believe that wealth planning should be as dynamic as the individuals and families we serve. Whether it’s managing assets, structuring international estates, navigating multi-jurisdictional financial markets, or securing alternative residency and citizenship options, we remain committed to providing our clients with strategic choices that aim to protect and enhance their wealth.

Logo Wealth Briefing Awards 2025

WealthBriefing’s independent judging panel – Judges’ citation

“This CEO was chosen for his outstanding leadership in driving business growth and innovation. His strategic vision and ability to successfully manage a diverse portfolio of companies has positioned his firm as a leader in the wealth management industry.”

Embracing new challenges and opportunities

As we celebrate this milestone, we look forward to the future with enthusiasm and determination. The financial landscape is evolving faster than ever, and our firm stands ready to embrace new challenges and opportunities. Our client base is expanding, and their needs are becoming increasingly sophisticated—motivating us to continue innovating and refining our services. Excellence is not a destination but a continuous journey, and we are committed to remaining at the forefront of the industry.

Recipients of the WealthBriefing Awards are selected by an independent panel of judges. The awards are not predetermined, cannot be purchased, and are based solely on merit. The use of associated marketing materials, such as logos, official photos, videos, and publications, may incur a fee.

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

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Pierre Gabris

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Wealth Management

Following the establishment of his Swiss banking structure, David required a coordinated framework to manage assets across jurisdictions while maintaining compliance with U.S. reporting obligations.

Alpen integrated his assets into a Swiss wealth management structure tailored for internationally active clients. The focus was on aligning investment strategy, currency exposure, and financial planning within a single cross-border framework.

Through Alpen’s wealth management services, David gained access to

  • Global investment advisory, allowing participation in international markets while considering U.S. regulatory requirements
  • Multi-currency portfolio management, reducing reliance on a single currency exposure
  • Cross-border financial planning, supporting his relocation and long-term wealth objectives
  • Centralized oversight of assets held with Swiss custodian banks

Switzerland’s stable political environment, strong financial sector, and long-standing expertise in wealth management provided a reliable foundation for administering David’s international assets.

Offshore Banking Structure

With the Swiss account in place, Alpen integrated it into a broader offshore banking structure designed for diversification and asset protection.

This framework allowed David to

  • Hold assets across multiple currencies
  • Access international investment opportunities
  • Diversify assets outside a single jurisdiction
  • Ensure the highest standards of financial privacy while maintaining full transparency for international reporting

The Swiss banking environment also offered political stability, robust financial regulation, and a historically strong currency base.

Relocation and Swiss Residency Path

As part of his relocation planning, David explored the process of establishing residency in Switzerland. For non-EU citizens such as U.S. nationals, residency typically requires either employment in Switzerland, the establishment of a local company, or a negotiated tax arrangement with cantonal authorities.

Working alongside local legal and tax advisors, Alpen helped David evaluate the available options and coordinate the financial aspects of the move. This included aligning banking structures, documenting international assets, and preparing financial disclosures required during the residency process.

Swiss Bank Account Setup

Opening a Swiss bank account as a U.S. client follows a defined onboarding process based on regulatory requirements and internal bank standards. This includes identity verification, source-of-wealth documentation, and alignment with international reporting frameworks. It also involves coordination with the selected institution, including the negotiation of account terms and applicable fee structures.

Alpen supported David throughout this process by coordinating each step

  • Assessing eligibility and identifying Swiss private banks experienced with U.S. clients
  • Preparing and reviewing required documentation, including passport verification, financial history, and source-of-funds evidence
  • Advising on account structures (e.g. personal vs. investment accounts) aligned with his objectives
  • Coordinating communication with the selected bank and managing the submission process

As part of the onboarding, David was required to provide detailed documentation regarding his financial background and the origin of his assets. Minimum deposit thresholds and internal bank criteria were also considered when selecting the appropriate institution.

Once all documentation was complete and approved, the account opening process typically took approximately 1–2 weeks. Alpen then coordinated the initial asset transfers and ensured a smooth transition from existing banking relationships.