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: 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.
I previously worked as a senior client advisor at UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. I focused on advising US clients with international connections, typically persons with dual tax status, as well as US nationals living outside the US. I am advising high net worth individuals either directly or indirectly through their family offices and trusted advisors. Prior to that, I worked as UBS Branch Manager in Thalwil and Pfaeffikon, with a focus on the Executives and Entrepreneurs client segment.
I am also a regular contributor to IMPERIUM magazine.
I hold an Executive Program Degree from the Swiss Finance Institute in Zurich. I am also a certified Wealth Management Advisor (CWMA).
Switzerland: +41 58 105 75 50
Alpen Partners has received the Global Private Banking Innovation Award 2022 from Global Private Banker
Outstanding Independent Wealth manager - Overall
Alpen Partners has won three WealthBriefing Swiss External Asset Management Awards for Excellence 2022
Serving North American Clients
Based in Zurich
Wealth Planning Team
Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022