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 00

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.

Alpen Partners has received the licence as a Portfolio Manager throughout Canada

This includes the seven provinces of Canada: Alberta, British Columbia, Manitoba, New Brunswick, Ontario, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Québec, and Saskatchewan.

The licence opens the door to offering investment advice and managing investment portfolios on behalf of Canadian clients including Canadian securities.

CLAUDIO ISAAK - SOCIO - Partner

Tengo m√°s de 25 a√Īos de experiencia en la industria bancaria. Me dedico a asesorar a familias mexicanas con grandes patrimonios. Anteriormente, trabaj√© 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 espa√Īol, ingl√©s y alem√°n 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

¬Ī41 58 105 75 00

Alpen Partners International is one of Citywire Switzerland's Top 50 Independent Asset Managers 2023

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

  • Client Service Team

  • Based in Zurich

Pierre Gabris from Alpen Partners International 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 International is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022

Alpen Partners International 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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