At our core, we are committed to investing our own capital and time into everything we do, aligning our interests with those of our clients. By investing our own resources, we have a strong commitment to our clients and their success. Our achievements are directly linked to theirs and we are motivated to work towards the same goals.
We operate independently
Sustainable, long-term values
Independent, we prioritize our clients' needs and goals. We operate without any external influence or bias, making decisions solely based on our clients' in the best interest of our clients. Our emphasis lies in generating sustainable, long-term value, rather than pursuing short-term gains.
Broad experience
Drawing from our extensive experience across diverse industries, we take a multidisciplinary approach in all aspects of our business
Skills and Knowledge
Our diverse range of skills and knowledge is integrated into various facets of our business, leading to a comprehensive and well-rounded approach
in-Depth Expertise
We can provide the advantages of access to research, potential investment opportunities, and ideas for investments that potentially achieve higher returns compared to traditional investments
Extensive Network
Through our large network, our clients have a wider range of resources and connections to tap into, potentially leading to better informed investment decisions
Our experts
Pierre Gabris
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.
Nicolas Gabris
Mr. Gabris is co-founder of Goldbach Capital AG. 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.
Niclas Homann
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.
Christian Kamer
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.
Michael Bösch
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.
Horacio Garcia
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.
Sonia Calisti
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.
Matthias Erny
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.
Clémence Rusek
Ms. Rusek previously worked at UBS Wealth Management in Zürich as a Cross-Asset Investment Strategist in the Chief Investment Office (CIO). Before that, she completed the Graduate Program of UBS in Investment Advisory, covering LatAm and European clients. She started her career as an Assistant Portfolio Manager for a Family Office in Hong Kong. Ms. Rusek is a member of the portfolio management and trading team of Goldbach Capital. Ms. Rusek holds a Master in Finance from Sciences Po Paris and a Bachelor of Business Administration in Economics from the University of Montreal. She is also a Chartered Financial Analyst (CFA). Ms. Rusek is a certified scuba diver, enjoys backpacking in Asia and Latin America, skiing and yoga. She is a French citizen.
Bertrand Molliere
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.
Anto Grubesa
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.
Cornelia Daniel
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 Goldbach Capital. 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 travelling. She is a Swiss citizen.
Samira Sharifi
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.
Juan David Giraldo Ballesteros
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.
Arthur Vaillant
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.
Franz Lukas
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.
Daniel Steiner
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.
Abigail Brown
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.
