TURNKEY SOLUTIONS FOR WEALTH MANAGERS AND FUND MANAGERS

VLPINUM INVESTMENT MANAGEMENT

Who We Are
about

About

Who we are

Alpinum Investment Management is an asset manager, managing assets across a number of diversified strategies. Alpinum Investment Management was established in 2014 as a spin-off of a global wealth manager and is based in Switzerland. Alpinum Investment Management is an asset manager of collective investment schemes authorized by the Swiss Financial Market Supervisory Authority (FINMA).

Our investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

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TURNKEY SOLUTIONS FOR WEALTH MANAGERS AND FUND MANAGERS

Alpinum Investment Management
team

Team

Our Experts

Investment professionals with many years of global financial industry experience.
Christoph Beck

Christoph Beck

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Robert Bucher

Robert Bucher

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Patrick Ghali

Patrick Ghali

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Reto Ineichen

Reto Ineichen

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Florian Jauch

Florian Jauch

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Klaus Michael Künzi

Klaus Michael Künzi

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Alexander Lauber

Alexander Lauber

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Michael Meier

Michael Meier

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Michael Peterhans

Michael Peterhans

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Patrick Stauber

Patrick Stauber

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Alfred Strebel

Alfred Strebel

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Christoph Beck

Christoph Beck

Christoph Beck is business developer and marketing representative at Alpinum Investment Management AG. Prior to joining Alpinum Investment Management AG in 2017, Mr. Beck was employed at CATAM Asset Management AG in Schaan, Liechtenstein as head of business development for the alternative investment products. From 2011 until 2015 he worked for Progressive Capital Partners in Baar, Switzerland, where he was COO and a member of the board of directors. Prior to Progressive Mr. Beck worked for GL Funds AG in Zurich, Switzerland as director of investor relations from 2007 to 2011. Previously at PPCmetrics AG, a leading Swiss consulting firm for institutional investors, he was in charge of supervising and consulting pension funds for 3 years. He began his career in 2000 at Cantrade Privatbank AG, (resp. Ehinger & Armand von Ernst / GAM, now Julius Bär), where he worked for different investment units. Mr. Beck is a Chartered Alternative Investment Analyst and holds a Master degree in Finance & Economics from the University of Zürich.

Robert Bucher

Robert Bucher

Robert P. Bucher is member of the Board of Directors of Alpinum Investment Management AG. Mr. Bucher advises and works for international asset managers, banks, family offices and investment funds predominantly in legal, compliance and risk matters as well as in management functions. In the last few years he has assumed roles as a board member, committee chairman and liquidator and acted as legal counsel as well as a compliance officer for various regulated financial services firms. Until January 2008, he was Chief Operating Officer (Deputy CEO), member of the Executive Committee and acting Head Legal & Compliance for Quilvest Switzerland, one of the largest regulated multi-family offices in Europe. From 1997 to 2004, Mr. Bucher was Branch Manager and Head of Law & Compliance (General Counsel) and a member of the Management Committee of Bank Morgan Stanley in Zurich and Geneva. He started his banking career in 1995 with Swiss Bank Corporation (SBC), where he was part of the newly created Corporate Risk Policy department, reporting directly to the Group Compliance Officer of SBC. Prior to this, Mr. Bucher worked for three years as an associate attorney at the law firm of Schellenberg Wittmer in Zurich, advising banks, asset managers and large family foundations in all legal and regulatory aspects. Mr. Bucher graduated magna cum laude from the University of Zurich Law School and is a holder of a Master of Laws (LL.M.) degree of the University of Pennsylvania Law School. He also studied international banking and risk management at the Wharton Business School in Philadelphia and is an Attorney-at-Law.

Patrick Ghali

Patrick Ghali

Patrick Ghali is the Managing Partner of Sussex Partners, which he co-founded in 2003. Prior to this he worked for Bear Stearns where he was part of a team that established a Global Private Banking operation in London, and where he advised hedge funds and funds of hedge funds on institutional and pension fund mandates. Before joining Bear Stearns, Mr. Ghali was the founder of Strategic Solutions International, a firm specialized in capital introduction, due diligence and M&A through which he launched and sold a number of businesses in Europe and the United States. Mr. Ghali is a frequent contributor to the financial press, and has written articles for Bloomberg, the Hedge Fund Journal and InvestHedge amongst others. He is also a frequent speaker at global industry conferences and Mr. Ghali was named as one of Financial News’ 40 under 40 Rising Stars in Hedge Funds 2015. Mr. Ghali received a B.S. in Finance from the Stern School of Business, New York University and is a Swiss national. He joined the Board of Directors of Alpinum Investment Management AG in March 2016.

Reto Ineichen

Reto Ineichen

Reto Ineichen is Chief Executive Officer of Alpinum Investment Management AG and heads research and portfolio management for Alpinum Investment Management AG. Prior to joining Alpinum Investment Management AG, he was portfolio manager and fund analyst between 2011 and 2014 for Marcuard Heritage AG, an independent wealth manager. He was responsible for fund manager selection, due diligence and was a senior member of the asset allocation team. Prior to joining Marcuard Heritage AG he was a portfolio manager and hedge fund analyst for GL Funds AG (2005 to 2011). During his tenure at GL Funds, he also acted as lead fund manager for a dedicated credit fund-of-hedge fund (AuM USD 100m) as well as for a multi strategy fund-of-hedge fund (AuM > USD 300m). Before joining GL Funds, he worked for UBS AG and affiliated companies (1999-2005), which included four years at Fondvest AG (acquired by UBS in 2001). At Fondvest, which he joined in 1999 as analyst, he had the investment responsibility for all fund portfolios including the four FONDVEST Fund-of-Funds by 2001. Other functions at UBS included product development & management roles regarding alternative asset classes as well as fund research.
Mr. Ineichen is a Certified European Financial Analyst (CEFA) and he holds a degree in Economic and Business Administration of the University of Applied Sciences of St. Gallen, Switzerland.

Florian Jauch

Florian Jauch

Florian Jauch is working in the business management department of Alpinum Investment Management AG. Prior to joining Alpinum Investment Management AG in 2017, Mr. Jauch worked as investment consultant at DZ Privatbank (Schweiz) AG creating investment proposals in the wealth management department. From 2012 until 2015 Mr. Jauch studied B.Sc. Business Administration with a major in Banking&Finance at the Zurich University of Applied Sciences.

Klaus Michael Künzi

Klaus Michael Künzi

Michael Kunzi is a member of the Board of Directors of Alpinum Investment Management AG. He is also a member of the Group Executive Committee of Marcuard Heritage group, Chief Executive Officer for Marcuard Heritage AG in Zurich and Chief Representative for Marcuard Heritage Ltd. in Moscow. Michael Kunzi joined Marcuard after four years as head of Lombard Odier’s Russian office in Moscow. Before joining Lombard Odier, Michael Kunzi was a Managing Director at UBS, where he was responsible for the set-up of the Russian Wealth Management platform in a banking subsidiary in Moscow. Michael Kunzi holds a PhD in Russian literature and linguistics and a lic.rer.pol. in Economics and Political Sciences from the University of Berne. He speaks German, Russian, English and French.

Alexander Lauber

Alexander Lauber

Alexander Lauber is a member of the Management at Alpinum Investment Management and heads the business management unit. Previously, Mr. Lauber worked for Morgan Stanley (Switzerland) AG with respect of operational tasks especially for the hedge fund exposure. Before joining Morgan Stanley, he worked for fundinfo AG, a leading international platform for information and mandatory publications of investment funds. He was responsible for the classification of investment funds. He began his career 2006 at Raiffeisenbank where he worked in the front office to advising retail clients.
Mr. Lauber holds a Master Degree in Finance & Banking and a Bachelor Degree in Business Administration from Lucerne University of Applied Sciences and Arts.

Michael Meier

Michael Meier

Michael Meier is a senior portfolio manager at Alpinum Investment Management AG. Prior to joining Alpinum Investment Management AG, Mr. Meier worked as a senior portfolio manager from 2008 to autumn 2014 for Marcuard Heritage AG an independent wealth manager. Before 2008, Mr. Meier worked as a portfolio manager for Horizon21 Wealth Management where he focused also on manager and investment product selection. He began his career in 1996 at CREDIT SUISSE Private Banking where he worked for different investment units until his switch to Horizon21 in 2005.
Mr. Meier holds a bachelor degree of business administration (“Fachhochschule”) from HWZ University of Applied Sciences, Zurich. He is a Chartered Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM).

Michael Peterhans

Michael Peterhans

Michael Peterhans is an investment analyst at Alpinum Investment Management AG. Prior to joining Alpinum Investment Management AG in 2015, Mr. Peterhans worked as hedge fund analyst at DNA Partners Management AG focusing on manager selection and due diligence. From 2004 until 2013 Mr. Peterhans was employed at Credit Suisse AG as hedge fund portfolio manager for the alternative assets of the Credit Suisse (Switzerland) pension fund. Mr. Peterhans is a Chartered Alternative Investment Analyst (CAIA).

Patrick Stauber

Patrick Stauber

Patrick Stauber holds several senior positions within the Marcuard Heritage Group, including Group Chief Executive Officer, Chairman of the Board of Directors at Alpinum Investment Management AG and its investment structure Alpinum SICAV SIF in Luxembourg, Vice-Chairman of the Board of Directors at Marcuard Ticino SA and board member at Marcuard Heritage AG. From 2009 to 2011 Patrick acted as Chief Operating Officer and from 2011 to 2015 as Chief Executive Officer at Marcuard Heritage AG. In 2016 Patrick held the position as Chief Executive Officer at the group’s FINMA licensed Investment Manager Alpinum Investment Management AG.
Patrick is also an executive board member of “Alliance Swiss Wealth Managers”.
From 2007 to 2009 he was a Partner and member of the management team at a Swiss independent asset manager and member of the Board of Directors of various investment vehicles.
From 1996 to 2006 he played a pivotal role at Morgan Stanley Wealth Management in Zurich and London, where he was a thought leader and strategic planner in areas such as project management, administration, finance and marketing. He was promoted to Vice President in 2003. In addition he was a member of the Board of the Morgan Stanley Swiss pension fund and various internal committees.
Patrick Stauber’s educational background includes a degree in business administration.
He is a certified Six Sigma Black Belt.
He is fluent in German, English and conversational in French

Alfred Strebel

Alfred Strebel

Alfred Strebel, born in 1958, joined the Board of Directors of Alpinum Investment Management AG in March 2016. Prior to that he spent 16 years, from 1998 to 2014, at Fidelity Investments International where was Managing Director and Country Head of Switzerland, Austria and Eastern Europe. He served as a member of the Central European Operating Committee and was also CEO of their German business during 2007 and 2008. From 1992 to 1998 he was Marketing Manager, in charge of equities, fixed income and research products, at Reuters SA. Prior to that Alfred Strebel was Head of the Foreign Stock Exchange Department and Vice President at Bank Vontobel in Zurich during the period of 1990 to 1992. Previously he was Managing Director at Drexel Burnham, London, responsible for their Convertible Bond Department from 1987 to 1990.
After finishing his banking apprenticeship and commercial school he started his career at White Weld Securities/Credit Suisse First Boston Zurich and London where he spent 5 years, before joining Merrill Lynch in London as a Senior Trader and Associate Director in their convertible bond department during the period from 1982 to 1987. Whilst at Merrill Lynch, he spent 6 months in their Tokyo offices, building a 24 hours trading platform for convertible bonds. Mr. Strebel holds a degree in business administration from the Graduate School of Business Administration in Zurich and studied for a BBA and Master of Science in Finance from 1995-2002.

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Some Facts

100

% independent

11

Investment Funds

2

 Backbone Clients

900

Millions AuM

 

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Alpinum Investment Management – Insight
services

Our Service

What we offer

Investment solutions for family offices and wealth managers, for whom capital preservation and drawdown management are threshold requirements.

Backbone solution to host entrepreneurial independent fund managers providing infrastructure services.

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