SFS Mastermind: Pierre Gabris – current UHNWI Deal Flow

Dear SFS friends!

We invite you to join our next Mastermind session with Pierre Gabris, the Founder & Managing Partner at Alpenrose Wealth Management AG, managing +$3bn AUM for UHNWIs (Entrepreneurs, Fortune 500 CEOs & sport stars) from all around the world out of Switzerland. A key player in the Swiss Wealth Management ecosystem (Switzerland is the #1 Wealth Management centre globally) he has a great track record and is at the daily pulse of major financial deal flows.

➡ Pierre will share what the wealthiest are looking at, how they position themselves and what are the opportunities they are seeing and investing in right now!

Pierre combines top expertise, track record and an amazing entrepreneurial spirit (that is why we invited him to speak at the Swiss Finance Summit last year). His unparalleled position combining access, information and deal flow – yields every time we speak some gems!

We are sure you will get tons out of this call!

We are looking forward to it!!
Stefan & Simon

Why you should not miss that call and listen to Pierre:

An engineer by training Ecole Polytechnique de Lausanne, Pierre Gabris also graduated from the Columbia MBA programme. After learning the trade at Lombard Odier Pierre founded Alpenrose Wealth Management AG, a Swiss regulated wealth manager and registered SEC Investment Advisors 14 years ago. Where he, as Founder & Managing Partner, provides wealth management services (wealth creation and preservation) to a high net worth clientele (individuals, families and entrepreneurs) from virtually any country in the world (ca. 25% are US residents). Independent from all banks and agents, Alpenrose works with a network of highly qualified global specialists to provide their clients with a service that goes beyond asset management (i.e. Investment Strategy, Managed Accounts, Advisory Accounts, Impact Investing, FX Advisory) such as tax & legal optimization (Financial Planning, Retirement Planning, Asset Protection, Tax Optimization, Dual Citizenship, Expatriation) and family office services (Secretarial, Accounting Services, Private Services, Risk Management). Alpenrose is one of the relatively large Multi Family Offices in Switzerland currently managing +$3 bn assets.

Recording available on request. Please contact us.

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