WHO WE ARE AND
WHAT WE STRIVE FOR
with offices in Geneva, Zurich and Bach/Wollerau.
It provides the full range of wealth management services ranging from asset management to financial planning and accounting services.
Alpenrose is committed to its independence and works exclusively for the benefit of its clients without any conflicting interests.
It provides first-class services with full transparency and dedication.
Alpenrose provides consistent superior risk-adjusted returns to its clients and a unique wealth management experience in the industry.
Alpenrose clients are offered wealth management solutions customised to address their specific needs.
with outstanding academic and professional backgrounds.
Each partner has extensive experience at leading Swiss financial institutions and maintains a specific expertise in trading, portfolio management, risk analysis, compliance and taxes. Consequently, Alpenrose is able to provide its clients with comprehensive and specialized investment solutions.
Alpenrose maintains three locations in Switzerland in order to better serve its clients. We regularly visit our clients in their home countries throughout the world. Please contact us if you want to organize a meeting with one of our partners.
Alpenrose dedicates a large portion of its revenues to ongoing employee training in order to meet the ever-evolving needs of its clients. New investment products, changing legislation worldwide and complex risk analysis tools are some of the variables that we expect our employees to understand in order to fulfil our clients’ objectives of wealth preservation and creation.
Founder and Managing PartnerMr. 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.
PartnerMs. 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.
PartnerMr. Tissot was previously Chief Investment Officer (CIO) and member of the Executive Committee of Geneva-based Banque Bénédict Hentsch. He started his professional career with Union Bancaire Privée (UBP) and then joined Lombard Odier for 17 years, first as sell-side analyst then as Head of the Swiss Equity Research Team. In his last position as Head of buy-side Equity Research for the group, he positioned Lombard Odier at the forefront of Socially Responsible Investments (SRI), both by including this approach in the bank’s financial research and by creating various investment solutions. In his career, Mr. Tissot also acted as a Partner and Director of an independent asset Management company based in Geneva where he was advising individual investors and mutual funds. Mr. Tissot enjoys scuba diving and is an enthusiastic vintage car driver. He is a Swiss citizen.
Managing PartnerMr. 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.
PartnerMr. 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.
PartnerMr. Garcia comes to Alpenrose 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.
PartnerMr. Eisenring has more than 25 years of experience in the banking industry. He focuses on advising high net worth Mexican families. He previously worked as a senior private banker at the private banking unit of Credit Suisse, Zurich. Prior to that, he worked for ABN AMRO Bank in Zurich with a focus on European clients. 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. Mr. Eisenring enjoys travelling and is a skilled golf player. He is a Swiss citizen.
PartnerMr. 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..
PartnerMr. Isaak has more than 25 years of experience in the banking industry. He focuses on advising high net worth Mexican families. Previously he worked as a senior private banker at Mirabaud & Cie, Zurich. Prior to that, he was engaged over a decade in different Wealth Management units of UBS in Zurich responsible for Mexican and European clients. Before joining UBS he had the chance to spend 3 years for Clariden Bank in Bogota / Colombia. He started his career at Swiss Volksbank where he worked in different areas (forex trading, credit department and portfolio management).
Mr. Isaak has been trained internally at the different banks which he worked for and participated in numerous educational programs such as certified Wealth Management Advisor. Mr. Isaak is a passionate skier, enjoys traveling, hockey and mountain biking. He is a Swiss citizen.
PartnerMr. 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.iss citizen.
John holds a BCL and a LLM (Business Law) from UCC, a Post Graduate Diploma in Corporate Finance from Chartered Accountants Ireland. he is, a Registered Stockbroker, a Registered Tax Consultant, a Qualified Financial Advisor, has Diplomas in Wealth Management & Investments, is a Member of Chartered Institute for Securities & Investments and a Member of the Irish Institute of Bankers and a Member of the London Institute of Banking and Finance.
John has 20 Years + experience in Private Investment & Corporate Finance Transactions (Disposals, Acquisitions, Valuations, Fund Raising, Structured Product) in both Ireland and the UK. He has served in senior management positions with PLCs and AIM listed companies in addition to working with start-ups and established SMEs.
John is also authorised by the Financial Conduct Authority of the UK and sits on the board of AXG Asset Management, a FCA regulated firm.
Director and Client Adviser
Gary Day has been working in Financial Services since the 90s and during his career Gary has advised clients in various locations around the world in the Far East, Middle East, Europe and the UK. Gary is an Independent Financial Advisor regulated both by the Central Bank of Ireland and by the Financial Conduct Authority. He has a level 4 diploma in financial advice and is also a Regulated Pension Specialist. As a Regulated Advisor he is authorised to provide advice on a wide range of financial matters Pension Schemes and pension sharing in divorce cases. He is a member of The London Institute of Banking & Finance.
Compliance and Risk Manager
Jackie has over 15 years in-depth experience in the implementation of Compliance, Regulatory and Risk solutions. She has extensive relationship management experience working with a number of Regulators in Ireland, UK, Germany, Luxembourg and Switzerland.
She has a proven track record in the delivery of high-quality business, operations, compliance, risk and information technology change internationally.
She has managed significant Conduct Risk Programme for a large retail bank which was showcased as a key successful case study at the AL Goodbody Annual Regulatory Conference in 2019.
She holds both the Professional Diploma in Compliance (LCOI) & Professional Certificate in Data Protection (CDPO).
Paul is both a qualified accountant and tax consultant, he also holds a Diploma in Pensions from the Life Insurance Association (LIA) and a Diploma in Trust and Estate Management from the Law Society.
Paul has held a number of senior management roles in his 25+ years in the pensions industry, he is co-author is the Irish Taxation Institutes book ‘Pensions: Revenue Law and Practice’ and has written and lectured extensively in all areas of pensions.
Paul is a Non-Executive Board Member of EUI Private Wealth Ltd.
Paula is a Bachelor of Laws (L.LB), a qualified accountant (FCA), a Licentiate of the Association of Compliance Officers in Ireland and a Fellow of the Chartered Institute for Securities and Investments (FCSI). Paula has more than 25 years’ experience in senior Compliance roles including with ABN AMRO Stockbrokers Ireland, HSBCS Securities, Pershing Securities International Ltd and J&E Davy where she was Head of Compliance from 2000 – 2009 and a Board member from 2007-2009. Paula has worked with KPMG in its regulatory advisory practice and prior to establishing her own Compliance consultancy in 2018 spent 7 years as Business and Legal Director in Davy.
PRIVATE CLIENT SERVICES
Head Of Private Clients ServicesMs. Röllin previously worked in the Private Banking division of LGT Bank in Zurich and in the Corporate Banking Unit of Credit Suisse Zurich as an assistant. Ms. Röllin is responsible for our private clients’ services unit, maintaining productive and professional relationships with our key clients. She works closely with our partners on all client-facing activities, providing proactive client service and issue resolution to improve the client experience. Ms. Röllin also oversees a variety of administrative functions.
Ms. Röllin is a passionate swimmer and skier who enjoys travelling. She is a Swiss citizen.
Private Clients ServicesMr. 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.
Private Clients ServicesMs. 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 travelling and diving. She is a Swiss citizen.
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.
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.
WHAT MAKES US DIFFERENT?
Euiprivatewealth 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.
TRUST, TRANSPARENCY & HONESTY
Euiprivatewealth’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.
Euiprivatewealth focuses on providing superior risk-adjusted returns to its clients through a true open architecture platform and a unique relationship to its custodian banks.
QUALIFIED FINANCE PROFESSIONALS
Euiprivatewealth’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.