GESTOR DE PATRIMONIOS SUIZO INDEPENDIENTE AL SERVICIO DE CLIENTES LATINOAMERICANOS
INDEPENDENT SWISS WEALTH MANAGER SERVING LATIN AMERICAN AND CANADIAN CLIENTS
HORACIO GARCIA VALLE
ALPEN PARTNERS AG
Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
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.
Registered with the Canadian Securities Administrator: Portfolio Manager for Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan, Québec
HORACIO GARCIA VALLE - SOCIO - PARTNER
Llegué a Alpen Partners con una carrera de 30 años en banca privada y banca comercial en México, Estados Unidos y Europa (Londres, Mónaco y Ginebra). A lo largo de mi carrera, cultivé relaciones personales con familias mexicanas líderes y las asesoré tanto como clientes institucionales como en relaciones bancarias personales. Anteriormente trabajé a nivel de alta dirección para Bear Stearns y Alex Brown, que más tarde se convirtió en Deutsche Bank/Alex Brown. Formé parte del consejo de administración del Banque Pasche Monaco y estuve a cargo de la mesa de Ultra-High-Net-Worth.
Asistí a la Escuela de Finanzas de la Universidad de Denver, al programa de desarrollo directivo de General Motors en Michigan y al programa de prácticas para asesores financieros de Shearson Lehman/American Express.
Soy piloto privado y me gusta hacer senderismo por los Alpes. Tengo doble nacionalidad mexicana y estadounidense.
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I came to Alpen Partners with a 30-year career in private banking and commercial banking in Mexico, the USA, and Europe (London, Monaco, and Geneva). Throughout my career, I cultivated personal relationships with leading Mexican families and advised them both as institutional clients and for personal banking relationships. I previously worked at the senior management level for Bear Stearns and Alex Brown, which later became Deutsche Bank/Alex Brown. I served on the management board of the Banque Pasche Monaco and was in charge of the Ultra-High-Net-Worth desk.
I attended the School of Finance at the University of Denver, the General Motors Management development program in Michigan, and the Shearson Lehman/American Express Financial Consultant Internship Program.
I am a private pilot and enjoy trekking in the Alps. I am a dual Mexican/US national.
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TOP 50 Independent Asset Managers
February 8, 2024
Boutique Firm - Estate Planning Advice
Recipients of the WealthBriefing and FamilyWealthReport Awards are selected by an independent panel of judges. The awards are not predetermined, cannot be purchased, and are based solely on merit. The use of associated marketing materials, such as logos, official photos, videos, and publications, may incur a fee.
To be recognized among Citywire Switzerland's TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.