Pierre Gabris
Founder and CEO
Successfully managing global wealth requires a strategic and well-planned approach. From structuring internationally diversified investment portfolios and mitigating cross-border risks to ensuring compliance with evolving regulatory frameworks, having a trusted advisor with deep international expertise is essential for an efficient global investment journey.
Beyond investments, wealth management also encompasses wealth and estate planning strategies, citizenship and residence planning, real estate, as well as wealth migration solutions. With the right guidance, investors can aim to optimize their global financial position for long-term stability and prosperity.
I specialize in broadening investment horizons beyond domestic markets. As an international Swiss banker and independent asset manager, I provide a global perspective, analyzing each client’s unique circumstances to identify opportunities and craft tailored strategies aligned with their financial goals.
Switzerland—the world’s leading hub for cross-border private wealth management—serves as a strong foundation for our strategies. Clients also retain full autonomy in selecting their preferred custodian bank from a diverse range of options across Switzerland, Europe, Asia, Canada, and the US.
I take pride in creating added value through collaborative partnerships with forward-thinking advisors, helping them enhance their clients' wealth strategies with a global perspective.
For international family offices and independent asset managers, my expertise is instrumental in navigating complex cross-border financial matters. Whether advising clients directly or supporting their trusted family officers, I collaborate to develop tailored solutions that facilitate wealth management across jurisdictions.
As fiduciaries, Alpen adheres to fiduciary standards, acting in our clients’ best interests.
Naturally, you are always welcome to mix business with pleasure and visit Switzerland to experience firsthand the country’s world-class financial hub—and see the sights!
Our offices are conveniently located in Geneva, Zurich, Lugano, and Freienbach (Headquarters).
The easiest way to get started? Schedule a call or video chat, I’m just a call or click away.
I am looking forward to touching base personally.
Pierre Gabris
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.
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.
With the Swiss account in place, Alpen integrated it into a broader offshore banking structure designed for diversification and asset protection.
The Swiss banking environment also offered political stability, robust financial regulation, and a historically strong currency base.
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.
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.
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.
