About Alpen Partners International

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.

Our partners

Our team

Our vision

As an independent wealth management firm, Alpen Partners International 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.

Independent

Alpen Partners International 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 International 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.

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

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.

Partners

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

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.

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.

Niclas Homann

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.

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.

André Blauth

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.

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.

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.

Svetlana Grichina

Partner

Ms. Grichina previously worked as a senior investment advisor at Julius Baer in Zurich. Prior to that, she was a senior investment advisor at UBS in Zurich and held positions at Allianz Hedge Fund Partners in San Francisco as a member of the investment committee, and at Citigroup in London as an investment fund analyst. Ms. Grichina holds a Master’s Degree in Finance from Solvay Business School, Brussels University. In her free time, Ms. Grichina enjoys sailing and traveling. She is a Swiss citizen.

James Phillips

Partner

Mr. Phillips previously worked as Head of UK and Northern Europe at Trinkler & Partners in Zurich. Prior to that he worked at Artorius Wealth, a company he co-founded and where he was responsible for overseeing the Swiss business from its launch in 2014 until the company was sold in 2022. Mr. Phillips started his career with Lloyds Private Banking UK, later relocating to their Geneva office in 2007 where he held the position Head of Private Clients. He went on to join Credit Suisse in Zurich as a Director in the UK International Team. Mr. Phillips has extensive experience in UK Tax Planning to complement investment strategies and help wealthy individuals with their succession planning. Mr. Phillips is a father of two children, a keen snowboarder and tennis player. He is a British citizen.

Tero Turunen

Partner

Mr. Turunen previously worked as a Board Member in various international companies, likes of Ifolor AG, Minick AG (acquired by Swisscom AG), Distefora Mobile AG (MBO), Panorama9 Inc, AnyTech365 (acquired by Zalatoris Corp), and Industrias Mora SA. He held the positions of Executive Chairman, Non-Executive Director, and Executive Board Advisor. He is a turnaround & strategy expert with multiple successful exits in the technology sector. He is well connected in the Venture Capital and Private Equity industries and possesses vast knowledge about traditional IPOs and SPAC IPOs. He holds an MBA from Syracuse University in New York. Mr Turunen is an ex-Olympian and World Champion mogul skier. He represented his native country, Finland, in the Olympic Games in 1988 and 1992. Nowadays, he is still a keen skier and golfer. He is a Finnish citizen.

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.

Michael Bösch

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.

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. In his free time, Mr. Lim enjoys travelling and outdoor activities, playing tennis and golf. Mr. Lim is a Swiss citizen.

Christian Helbling

Partner

Mr. Helbling previously worked as a Senior Client Advisor at UBP Investment Advisers where he focused on advising US based HNWI & UHNWI clients. Prior to that he worked for Credit Suisse with private clients and External Asset Managers in Singapore, acquiring extensive international business development experience in different markets. Mr. Helbling began his career at Credit Suisse, as a Relationship Manager, where he covered the international offshore markets. Mr. Helbling holds a master’s degree in business administration from the University of Fribourg as well as several banking certifications. Mr. Helbling enjoys running, skiing, and traveling. He is a Swiss citizen.

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.

Justin Besterman

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.

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.

Jules Gassmann

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.

Andres Dübi

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.

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.

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.

Bertrand Molliere

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.

Team

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

Portfolio Management

Pierre Gabris

Founder And Managing Partner

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.

Bertrand Molliere

Portfolio Management

Daniel Steiner

Private Clients Services and 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.

Arthur Vaillant

Portfolio Management

Mr. Vaillant previously worked in the Advisory Team at BNP Paribas in Geneva, contributing to investment proposals and recommendations for clients, as well as customizing portfolios for Investment Managers. Prior to that he worked at CONINCO, specializing in Equity analysis as well as the incorporation of impact investing solutions in portfolio construction. Mr. Vaillant is a member of the portfolio management and trading team of Alpen Partners. Mr. Vaillant holds a Master in Finance from HEC Lausanne and a Bachelor in Economics from Maastricht University. He currently is a CFA level III candidate. Mr. Vaillant is passionate about tennis and enjoys travelling. He is a French citizen.

Juan David Giraldo Ballesteros

Portfolio Management

Mr. Ballesteros previously worked as an Associate Relationship Manager at Decisive Capital Management S.A. in Zurich. He focused on advising key private and institutional clients from Switzerland, Latin America, and Europe. Prior to that, he held positions at Bergos Bank AG and Santander Private Bank in Geneva, where he managed UHNW private and institutional clients. Mr. Ballesteros began his career at JP Morgan U.K. as an analyst for the stock lending team before transitioning to the listed options and structured products department at JP Morgan Geneva. Mr. Ballesteros is a member of the portfolio management and trading team at Alpen Partners. He holds a BA (Hons) in Business and Management from Bournemouth University, United Kingdom, and is pursuing the CWMA Certificate. Dedicated to a balanced lifestyle, he actively engages in outdoor activities, with a particular emphasis on tennis and hiking. He is fluent in Spanish and English. Mr. Ballesteros is a Spanish and Colombian citizen.

Franz Lukas

Portfolio Management and Business Manager

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.

Private Client Services

Daniel Steiner

Private Clients Services and Portfolio Management

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 traveling and diving. She is a Swiss citizen.

Reto Mettenleiter

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.

Samira Sharifi Rubido

Private Clients Services and Business Manager

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.

Géraldine Larsson-Suter

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.

Maximilian Böhme

Private Client Services

Mr. Boehme previously worked in various positions at different External Asset Management firms, supporting Relationship Managers, local Managing Directors, and the Board of Directors in their functions. Prior to that, he worked at Credit Suisse as part of the UK/Ireland Private Banking Team focusing on HNW and UHNW clients. Mr. Boehme is part of our private client services team, working closely with partners and the portfolio management team to deliver exceptional services to all our clients domestically in Switzerland and abroad. Mr. Boehme is passionate about cars, golf, and ice hockey. He is a German citizen.

Melanie Baltic

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.

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 traveling, sports and music. She is a Swiss citizen.

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 traveling. She is a Swiss citizen.

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.

Risk and Compliance

Abigail Brown

Head of Compliance

Ms. Brown previously worked as a Compliance Officer in the Global Anti-Bribery & Corruption Team at Credit Suisse AG in Zürich. Prior to that she worked in the Regulatory and Legal Department of a Fund Representation Firm also based in Zurich, where she was responsible for an international portfolio of clients. Ms. Brown is Head of Compliance at Alpen Partners and holds a Bachelors of Scots Law with German Law Honours Degree from the University of Aberdeen. Ms. Brown enjoys regular fitness, good food and spending time with family and friends. She is a British citizen.

Katharina Mang

Compliance Officer

Ms. Mang previously worked at Vontobel Swiss Financial Advisers AG in the US West Coast Team as a Client Services Associate. She began her career through a bilingual apprenticeship at UBS Switzerland AG, where she went on to serve as a Client Advisor in the Private Banking division. Ms. Mang is a member of the Compliance team at Alpen Partners. She is currently pursuing a bachelor's degree in business law at ZHAW School of Management and Law and has completed a semester abroad at Drexel University in Philadelphia. In her free time, she enjoys traveling, exploring diverse cultures and cuisines, and engaging in alpine sports, fitness, and Pilates. She is also a licenced lifeguard swimmer. Ms. Mang is a Swiss and German citizen.

Karolina Bakari

Compliance Officer

Ms. Bakari previously worked at Hyposwiss Advisors servicing US and Canadian clients. Prior to that she worked at Silvercoast Partners in Zurich. Ms. Bakari started her career at Credit Suisse, where she held a variety of roles in the areas of portfolio management and compliance before joining Credit Suisse’s North America team servicing Canadian clients. She is our compliance officer for Canada clients. She works closely with our partners and the portfolio management team. Ms. Bakari holds a Bachelor’s Degree in Business Administration, Banking and Finance from UAS Zürich. She is a Certified Wealth Management Advisor in Switzerland and holds the Series 65 FINRA certificate. Ms. Bakari likes sports in general, loves music and enjoys travelling and spend time with family and friends. She’s a Swiss citizen.

Swisscomply

Risk Management and Deputy Compliance

Business Management and Finance

Samira Sharifi Rubido

Private Clients Services and Business Manager

Franz Lukas

Portfolio Management and Business Manager

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.

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About Alpen Partners International

Our vision

Independent

Risk-adjusted

Trust, transparency & honesty

Qualified finance professionals

Network

Clients

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

Pierre Gabris

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Christian Kamer

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Niclas Homann

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Sonia Calisti

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André Blauth

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Philippe Iglehart

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Marcel Eisenring

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Svetlana Grichina

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James Phillips

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Tero Turunen

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Horacio Garcia

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Michael Bösch

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Ty Lim

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Christian Helbling

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Heinrich Bosshard

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Justin Besterman

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Matthias Erny

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Jules Gassmann

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Andres Dübi

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Nicolas Maitre

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Francisco Jacobsen

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Bertrand Molliere

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

Portfolio Management

Pierre Gabris

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Anto Grubesa

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Bertrand Molliere

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Daniel Steiner

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Arthur Vaillant

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Juan David Giraldo Ballesteros

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Franz Lukas

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Private Client Services

Daniel Steiner

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Sarah Ackermann

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Reto Mettenleiter

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Samira Sharifi Rubido

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Géraldine Larsson-Suter

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