INDEPENDENT SWISS WEALTH MANAGER SERVING AN INTERNATIONAL CLIENTELE INCLUDING CANADIAN & LATIN AMERICAN CLIENTS
ALPEN PARTNERS
Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Mobile +41 79 555 03 73 | Switzerland +41 58 105 75 00
Minimum amount of investment preferred: CHF/USD/CDN 500,000
Based in Switzerland, Alpen Partners provides state-of-the-art investment advisory and private banking services to private clients and wealthy families.
Alpen Partners is completely independent from all banks and agents and works with a network of highly-qualified specialists around the world to provide its clients a service that also goes beyond asset management.
In addition, we provide citizenship and residence planning as well as relocation services to Switzerland and other destinations. We also provide concierge and other family office services.
Registered with the Canadian Securities Administrator: Portfolio Manager for Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan, Québec
JoSé IGLESIAS - PARTNER
I previously ran my own family office with offices in Switzerland and Mexico. Prior to that, I was Managing Director at Merrill Lynch in Switzerland, where I worked for 12 years as a Financial Advisor, Investment Advisor, and Head of Investments for Latin America. I have more than 25 years of experience in the financial industry and, in parallel to my job at Merrill Lynch, I was a Professor of Finance at the GIFOP in Switzerland. I started my career at UBP in Geneva and London. I hold a Swiss Federal Master in Banking and speak five languages. I am also a soccer coach, certified by the Swiss Soccer Association, and have coached teenage soccer players for many years.
I enjoy soccer, golf, and motorcycle racing.
I am a Swiss and Spanish citizen.
Mobile +41 79 555 03 73 | +41 58 105 75 00
