Alpenrose’s partners are top investment professionals 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 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.
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.
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.
Mr. Grin previously worked as a senior client advisor at UBS Wealth Management in Switzerland. He focused on Key Clients of the Western Europe division and was also a Director of the UBS “Sports and Entertainment Group” specializing in providing wealth management services to ultra high net worth individuals, athletes and entertainers. Mr. Grin was responsible for portfolio management as well as other services including tax & financial planning, and image right structures. Mr. Grin worked previously at the law firm Python Peter in Geneva.
Mr. Grin holds a Law Degree from the University of Lausanne. He has been a professional tennis player and a member of the Swiss Davis Cup team. He is the founder and president of the "ProRea Médecine d’Urgence" foundation and the President of the International Lawn Tennis Club of Switzerland. Mr. Grin is a Swiss citizen.
Michael Pellman Rowland
Mr. Pellman Rowland previously worked as a Senior Vice President in wealth management for 15 years at Morgan Stanley in New York. He specializes in portfolio management, financial planning, and impact investing.
Mr. Pellman Rowland graduated with an economics degree from Hamilton College. He is a Certified Financial Planner (CFP) and an Accredited Domestic Partnership Advisor (ADPA). Mr. Pellman Rowland was recently included in the inaugural list of Forbes Top Millennial Wealth Advisors.
He is passionate about food sustainability and has a column on Forbes.com that covers the ‘future of food.’ Mr. Pellman Rowland and his wife also dedicate a large part of their free time to animal welfare. He is a US and Irish Citizen.
Mr. Oberer previously worked as a senior advisor at Lombard Odier in Switzerland. He was a director of the “Media and Sports” division, providing wealth management services to ultra-high net worth individuals, athletes and entertainers. He advises clients in the fields of sports (tennis, NBA, soccer, golf, Formula 1) and entertainment (actors, film producers, singers). Mr. Oberer was responsible for portfolio management as well as other services including tax & financial planning.
Mr. Oberer studied economics and has been active in the wealth management industry for the last 15 years. He was a professional tennis player and the Swiss Davis Cup captain for 10 years. He is a Swiss citizen.
Mr. 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 is a member of the Mexico-Monaco Board at the Mexican Foreign Trade Council (COME). He is also a trusted advisor for the Monaco Private Label (MPL), a government program to promote the business values of the principality of Monaco.
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.
Mr. 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.
Mr. Steiner is responsible for our Portfolio Management and Trading team. Together with our investment committee, Mr Steiner and his team are implementing our asset allocation for our managed accounts. Mr. Steiner is also coordinating trading and execution services for our advisory clients. Mr. Steiner worked in the portfolio management team of Rahn & Bodmer in Zurich before joining Alpenrose.
Mr. Steiner is a passionate skier and a car enthusiast. He is a Swiss citizen.
Mr. Hunziker started his professional career working for Alpenrose after gaining experience while living in the US and the UAE. As a Portfolio Manager, Mr. Hunziker’s responsibilities include monitoring accounts and implementing strategy within the portfolios. He is part of the trading and execution team for Alpenrose’s advisory clients. Mr. Hunziker, with a team of professionals, is also in charge of the marketing and public relations department. Additionally, he is involved in managing the firm’s websites and social media affairs.
Mr. Hunziker is a passionate skier, golfer and car enthusiast. He is currently completing his Bachelor’s degree in Business Administration in Zurich. He is a Swiss citizen.
Ms. 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 client 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.
Ms. Hubeli started her professional career working for Alpenrose after living in the UK. She took the position as an Assistant in our private clients practice, where her immediate responsibilities include numerous customer relationship management tasks. She also assists in the execution of client requests on account openings, trades and a number of portfolio management duties. Ms. Hubeli prepares numerous client presentations, ranging from investment proposals to summaries of financial markets and macroeconomics.
Ms. Hubeli is a passionate snowboarder and was previously a professional swimmer who took part in the Swiss championships. She is currently completing her Bachelor’s degree in Business Administration in Zurich. She is a Swiss citizen.
Ms. Alonso is responsible for our Family Office Services team. Together with our custodian banks, Ms. Alonso and her team are providing services to our larger clients that go beyond asset management, including: consolidation of portfolios, reconciliation of performance calculation, tax reporting, purchase and sale of real estate, relocation, etc. Ms. Alonso has been working with the founding partners of Alpenrose since the inception of the company. She was previously an assistant in the institutional clients unit of Lombard Odier in Geneva.
Ms. Alonso is an amateur car racing driver and snowboarder. She is a Swiss citizen.