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Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Minimum amount of investment preferred: USD 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
I previously worked as Head of Wealth Management Zurich at Vontobel Swiss Wealth Advisors AG, the SEC-registered unit of Bank Vontobel.
I was one of the founding partners, Member of the Management Board as well as Voting Member of the Investment Committee. Prior to that, I was working as a relationship manager at the Zurich-based private bank Maerki Baumann & Co, where I focused on advising US clients living outside of the US. I started my career at Swiss Bank Corporation (SBC), which is UBS AG today.
I have over 30 years of experience in private banking. I have been trained in numerous educational programs and am a certified Wealth Management Advisor.
I am a car enthusiast, enjoy traveling and playing golf. I am a Swiss & German citizen.