Our Team

Andrew H

CEO

Andrew has over 25 years of experience in wealth management and private banking to his role as CEO of Sobe Wealth. He holds an MBA from INSEAD and a Bachelor’s degree in economics from the London School of Economics. Andrew was held several high-level managerial positions in Private Banking at Credit Suisse for 10 years. He began his career at Goldman Sachs, where he spent 12 years rising through the ranks in their Private Wealth Management division. His vision for Sobe Wealth is to create a boutique multi-family office that combines Swiss precision with a global perspective.

Brian M

CIO

Brian oversees all investment strategies and portfolio management at Sobe Wealth. He studied Financial Economics at the University of Chicago and holds a Bachelor’s in mathematics from MIT. Before joining Sobe Wealth, Brian was a Managing Director at HSBC, where he led their Alternative Investment strategies for 8 years. He started his career at J.P. Morgan as a quantitative analyst and spent 5 years at Bridgewater Associates as a senior portfolio manager. His analytical approach and deep understanding of global markets drive Sobe Wealth's investment philosophy.

Simon S

COO

Simon ensures the smooth operation and compliance of Sobe Wealth's services. He holds a Master’s in Business Administration from the University of St. Gallen and is a Certified Public Accountant. Before Sobe Wealth, Simon was a Senior Manager at PwC Switzerland, playing a prominent role in their Family Business and Private Clients practice for 15 years. He began his career at UBS in their wealth planning division. Simon’s expertise in Swiss and international tax law, coupled with his understanding of family business dynamics, is invaluable in providing comprehensive solutions to Sobe Wealth's clients.

Felipe M

Strategic Advisor for Special Situation Investments

Felipe has over 30 years of experience in strategic consulting and risk management and provides tailored strategic advisory services to several of Sobe’s high-profile clients. Felipe did his Bachelor's degree in International Relations at the Universidad de Chile and received his Master’s in Business Administration from the London Business School. He has utilized his extensive connections across the Spanish speaking world to push forward special situations projects for some of our most prominent clients. Felipe brings a wealth of experience working in South America including in Chile, Argentina and Venezuela, among other locations.

Alex M

Partnerships Manager

Alex brings a wealth of experience in partnership management to his current role at Sobe Wealth. He earned his Bachelor’s degree from Boston College and subsequently spent five years at Boston Consulting Group (BCG). Following his tenure at BCG, Alex transitioned to a single-family office in Boston, where he honed his skills in relationship building and business development. After five years, he pursued a Master’s in Business Administration at Boston University. Alex excels in fostering partnerships and driving business growth, positioning himself as a people-oriented leader dedicated to creating collaborative environments and successful partnerships.