INDEPENDENT SWISS SEC-REGISTERED WEALTH MANAGER SERVING US CLIENTS
HORACIO GARCIA VALLE
ALPEN PARTNERS INTERNATIONAL AG
Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
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.Â
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
HORACIO GARCIA VALLE - PARTNER
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.
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.