2 minute read
Leading By Example At Alpen Partners
Pierre Gabris Founder and Managing Partner Alpen Partners AG
Please explain what you think makes your firm successful in its chosen field?
As an independent Swiss wealth manager with offices in Zurich, Geneva, Lugano and Bäch/Wollerau, we at Alpen Partners have a very strong commitment to excellence in everything we do. From our entrepreneurial partners to our portfolio management and private clients services team we are focused on providing an exemplary service to our clients from over 30 countries around the world including the United States through our SEC-registered entity, Alpen Partners International. Our services are individualised and we always accept the challenge of finding solutions for even the most complex situations, working together with external experts when required to provide more than simply asset management.
Receiving the award as Private Leading Individual is an honour and to receive recognition for my many years of education, experience, my entrepreneurial spirit. As an independent wealth manager, it is great to attract attention from the other Swiss Awards’ participants, it puts me as an individual on the map so-to-speak.
How do awards such as this make a difference to your firm and your colleagues?
Receiving the award as Private Leading Individual is an honour and to receive recognition for my many years of education, experience, my entrepreneurial spirit, and my leading role as Founder and Managing Partner of Alpen Partners in the Swiss wealth management sector is greatly appreciated. As an independent wealth manager, it is great to attract attention from the other Swiss Awards’ participants, it puts me as an individual on the map so-to-speak.
Whom do you look to in terms of ideas and inspiration? What other business sectors do you follow for ideas?
The feedback and input from our clients inspire us to develop our offering even further to accommodate their growing, often complex, and evolving needs. Every day we look to our multi-cultural team of all genders, ages, various backgrounds, and fields of expertise…anyone can bring forth ideas, which we discuss.
Increasingly globally-mobile families come with many additional interests and challenges than simply asset management. Wealth structuring, preparing for wealth transfer to the next generation, family governance, even citizenship and residence planning and relocation are other business sectors, which are integrated into our overall offering.
What position would you like your firm to hold in its sector in five years’ time?
During the next five years we would like to continue to provide innovative solutions to our high net worth clientele, adapting to the next generation of millennial investors and an increasing number of wealthy female entrepreneurs that often have a different approach to investing than their fathers before them.
We will continue to provide and expand our bespoke family office services for our UHNW clients making their lives easier and more enjoyable.
We want to continue to nurture our pleasant working environment to be able to sustain further growth and an expanding team with emphasis on resilience and being prepared to handle unforeseen events in a calm and well thought out way.
And most of all, in five years’ time we would like our present clients to still be with us, as we appreciate long-term, reliable and trusting relationships with our clients as well as with our team members and business associates.