
Wolleraustrasse 3, 8807 Freienbach
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 have over 20 years of experience in private banking. I previously worked as a senior private banker for Julius Baer covering the Mexican market. I started my career in the financial services of Mercedes Benz Mexico, where I was based for 5 years, before joining the private banking unit of UBS as a client advisor. I then moved to Credit-Suisse in Zurich to work as a senior private banker. I hold an MBA in Finance from the University of Texas in Austin and a degree in Applied Sciences from the University of Bern. I am a certified Wealth Manager.
I enjoy skiing, sailing, and playing golf.
I am a Swiss citizen.
By submitting your personal data, you understand and agree that it will be used only for the purpose of replying to your request.