InvestGlass

Chief Executive Officer

Swiss-Chinese Chamber of Commerce (SCCC)

The Swiss-Chinese Chamber of Commerce (SCCC) is a facilitator of sustainable economic relationships between Switzerland and the People’s Republic of China. The Chamber helps to establish and develop successful business interactions between Swiss and Chinese companies.

President Romandie Chapter

Swiss Chinese Chamber of Commerce - Geneva Chapter

Secretary General

Swiss Finance + Technology Association (SFTA)

Swiss FinteCH is an independent association which serves as the hub for # swissfinteCH. Our mission is to foster the development of Switzerland as a fintech hub.

Vice President and Founder

Head of Equity Sales

Bank of China

Active Advisor / Senior Private Banker

Levitt Capital Management

Portfolio Manager

Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.

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Alexandre Gaillard

MARCUARD HERITAGE

Group Chief Executive Officer – Marcuard Heritage
Jan 2017 - Present

Member of the Board - Marcuard Heritage Limited
May 2020 - Present

Member of the Board - Marcuard Heritage (Singapore) Pte. Ltd., Singapore
Nov 2018 - Present

Member of the Board – Marcuard Heritage AG, Zurich
Aug 2013 - Present

Chief Executive Officer – Marcuard Heritage AG, Zurich
Dec 2011 - Dec 2015
Nov 2017 - Present

Group Executive Member – Marcuard Heritage
May 2009 - Present

Chief Operating Officer – Marcuard Heritage AG, Zurich
May 2009 - Nov 2011

Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.

Group Chief Executive Officer

Alpinum Investment Management AG

Chairman of the Board - Alpinum SICAV-SIF, Luxembourg
Jul 2016 - April 2022

Chief Executive Officer - Alpinum Investment Management AG, Zurich
Jan 2016 - Dec 2016

Alpinum Investment Management is an asset manager of collective investment schemes authorized by the Swiss Financial Market Supervisory Authority (FINMA).

Chairman of the Board

FF Marcuard SA

Combining traditional wealth management expertise with extensive knowledge and experience in our client's specific domicile and business environment, Marcuard Ticino has been conceived to be the ideal solution for wealthy individuals and families.

Vice Chairman of the Board

Atlantis Marcuard

Member of the Board

Allianz Schweizer Vermögensverwalter Alliance of Swiss Wealth Managers

Founded in 2016, the Alliance of Swiss Wealth Managers is a networking platform for larger wealth managers in Switzerland.

Executive Board

Abrias Wealth Management

Senior Management Member/Partner

Morgan Stanley

Administration, Project Management and Finance - Vice President

Citibank

Project Management and Operations

Bank Leu

Back Office Employee

Apprentice

With over 30 years of experience in the Financial Services sector, I hold several senior positions within the Marcuard Heritage group. Currently, I serve as Group CEO of Marcuard Heritage and Chairman of the Board at Alpinum Investment Management AG. In addition, I hold the role of Vice-Chairman of the Board at FF Marcuard SA, and I'm a board member at Marcuard Heritage AG, Marcuard Heritage (Singapore) Pte. Ltd. and Marcuard Heritage Limited.

Throughout my tenure at Marcuard Heritage, I've been pivotal in driving the company's success. I served as COO from 2009 to 2011 and CEO from 2011 to 2015. During the start-up phase, I was CEO of Alpinum Investment Management AG, the Marcuard Heritage Group's FINMA-licensed Investment Manager. In November 2017, I returned as CEO of the largest group's entity Marcuard Heritage AG, a FINMA-licensed portfolio manager again.

Before joining the Marcuard Heritage group, I was a partner and member of the management team at a Swiss independent asset manager. I also served as a Board member of various UCITS investment fund vehicles in Luxembourg. Earlier in my career, I held positions at Morgan Stanley Private Wealth Management, Citicorp Private Bank Zurich, and Citibank NA in London.

Patrick Stauber

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The Battle

Alexandre Gaillard

Patrick Stauber

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