GESTOR DE PATRIMONIOS SUIZO INDEPENDIENTE AL SERVICIO DE CLIENTES LATINOAMERICANOS

INDEPENDENT SWISS WEALTH MANAGER SERVING LATIN AMERICAN CLIENTS

ALPEN PARTNERS AG

Seestrasse 69, 8806 Bäch|Wollerau

Seefeldstrasse 225, 8008 Zurich

Rue des Alpes 7, 1201 Geneva

Via Ferruccio Pelli 2, 6900 Lugano

+41 58 105 75 50

ci@alpenpartners.com

Con sede en Suiza, Alpen Partners presta servicios sofisticados de asesoría, en materia de inversiones y banca privada, a clientes particulares y family office.

Alpen Partners es completamente independiente de todos los bancos y agentes y trabaja con una red global de especialistas altamente cualificados para ofrecer a sus clientes un servicio que va más allá de la gestión de activos.

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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.

CLAUDIO ISAAK - SOCIO - Partner

Tengo más de 25 años de experiencia en la industria bancaria. Me dedico a asesorar a familias mexicanas con grandes patrimonios. Anteriormente, trabajé como banquero privado senior en Mirabaud & Cie, Zurich.

Previamente trabajé más de una década en diferentes unidades de Wealth Management de UBS en Zurich, responsable de clientes mexicanos y europeos.
Hablo español, inglés y alemán con fluidez.

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I have over 25 years of experience in the banking industry. I am dedicated to advising Mexican high net worth families. Previously, I worked as a senior private banker at Mirabaud & Cie, Zurich.

I previously worked for more than a decade in different Wealth Management units of UBS in Zurich, responsible for Mexican and European clients.

I am fluent in Spanish, English and German.

ci@alpenpartners.com

±41 58 105 75 50

Alpen Partners has received two WealthBriefing Swiss External Asset Management Awards for Excellence 2023

  • Client Service Team

  • Based in Zurich

Pierre Gabris from Alpen Partners received the WealthBriefing Swiss Awards 2023

  • Leading Individual

Alpen Partners has received the Global Private Banking Innovation Award 2022 from Global Private Banker

  • Outstanding Independent Wealth manager - Overall

Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022

Alpen Partners has received three WealthBriefing Swiss External Asset Management Awards for Excellence 2022

  • Serving North American Clients

  • Based in Zurich

  • Wealth Planning Team

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