Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Switzerland: +41 58 105 75 50 USA: +1 212 461 3684
Minimum amount of investment preferred: USD 500,000
Based in Switzerland, Alpen Partners International provides state-of-the-art investment advisory and private banking services to private clients and wealthy families in the US and abroad.
Alpen Partners International 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.
Alpen Partners for international clients including Canadians and Latin Americans
I have over 20 years of experience in private banking. I previously worked as a senior private banker for Julius Baer covering the Mexican market. I started my career in the financial services of Mercedes Benz Mexico, where I was based for 5 years, before joining the private banking unit of UBS as a client advisor. I then moved to Credit-Suisse in Zurich to work as a senior private banker. I hold an MBA in Finance from the University of Texas in Austin and a degree in Applied Sciences from the University of Bern. I am a certified Wealth Manager.
I enjoy skiing, sailing, and playing golf.Â
I am a Swiss citizen.
May 2, 2024
Solutions for "International Americans"
March 6, 2024
Serving North American Clients USA
February 28, 2024
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.