ALPEN PARTNERS AG
Wolleraustrasse 31, 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.
Licensed throughout Canada as a Portfolio Manager.
Licensed as a Portfolio Manager by the Swiss Financial Market Supervisory Authority FINMA
DANIEL GEISSER - PARTNER
I have more than 30 years of experience in the financial industry. I previously worked at Vontobel SFA, the SEC-registered wealth management unit of Bank Vontobel, where I focused on advising US private clients. Prior to that, I held senior positions in Swiss equities sales and trading at Vontobel Securities, MainFirst Switzerland, NZB Neue Zürcher Bank, Bank Julius Baer, and UBS, serving institutional clients in the United Kingdom, the United States, and Switzerland. At NZB Neue Zürcher Bank, I was a member of the founding team and played a key role in building the bank. As Head of Sales Trading and Trading, I was responsible for UK and US clients and was also involved in several trading-related IT projects. I hold an MBA Diploma from Kaderschule Zurich, the Swiss Traders License, and the FINRA Series 7 qualification.
In my free time, I enjoy traveling, playing golf, skiing, curling, and diving. I am a Swiss citizen.
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