Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Switzerland Mobile +41 77 503 24 43 | USA Mobile +1 415 570 38 39
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 United States and around the world.
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.
Alpen Partners for international clients including Canadians and Latin Americans
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.
Switzerland Mobile +41 77 503 24 43 | USA Mobile +1 415 570 38 39
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.