Jules Gassmann
Partner
Mr. Gassmann previously worked as a Senior Relationship Manager 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.
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.
Jules Gassmann
Partners
