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. Prior to that I worked in institutional equity sales at Citi in Zurich and as a senior client advisor at Credit Suisse Zurich, first for the Venezuelan and then for the US market.
I hold a Bachelor’s Degree in Liberal Arts from Hamilton College in Clinton, New York.
I am a passionate nature photographer and a family man, end enjoy trekking and fly-fishing. I am a Swiss citizen who grew up in Venezuela.
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