Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Minimum amount of investment preferred: CDN 500,000
Based in Switzerland, Alpen Partners provides state-of-the-art investment advisory and private banking services to private clients and wealthy families.
Alpen Partners 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 also goes beyond asset management.
In addition, we provide citizenship and residence planning as well as relocation services to Switzerland and other destinations. We also provide concierge and other family office services.
Registered with the Canadian Securities Administrator: Portfolio Manager for Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan, Québec
I previously worked as a senior client advisor at the private banking unit of Lombard Odier in Zurich and Geneva. Prior to that, I 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. I hold a MBA degree from Columbia University (New York) and a Master of Science in Production Management from the Swiss Institute of Technology. I am also a certified Financial Analyst and Portfolio Manager (AZEK-CFPI).
Alpen Partners has received two WealthBriefing Swiss Awards 2024
Estate Planning Advice
Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2023
Alpen Partners has received two WealthBriefing Swiss External Asset Management Awards for Excellence 2023
Client Service Team
Based in Zurich
Pierre Gabris from Alpen Partners received the WealthBriefing Swiss Awards 2023
Alpen Partners has received the Global Private Banking Innovation Award 2022 from Global Private Banker
Outstanding Independent Wealth Manager - Overall
Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022
Alpen Partners has received three WealthBriefing Swiss External Asset Management Awards for Excellence 2022
Serving North American Clients
Based in Zurich
Wealth Planning Team