Pierre Gabris
EN | FR
Founder and CEO
Mr. Gabris previously worked as a Senior Relationship Manager 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 an 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.
Services
Strategic Partnerships for Financial Excellence
Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
Your Partner in financial freedom
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Pierre Gabris
Board of Directors, Partners, Portfolio Management
