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 Relationship Manager. 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.
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.
Andres Dübi
Partners
