INDEPENDENT SWISS SEC-REGISTERED INVESTMENT ADVISOR SERVING US CLIENTS

JAMES PHILLIPS

ALPEN PARTNERS INTERNATIONAL AG

Wolleraustrasse 3, 8807 Freienbach

Seefeldstrasse 225, 8008 Zurich

Rue des Alpes 7, 1201 Geneva

Via Ferruccio Pelli 2, 6900 Lugano

+41 79 173 2215

jp@alpeninternational.com

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.

Alpen Partners for international clients including Canadians and Latin Americans

JAMES PHILLIPS - PARTNER

I previously worked as Head of UK and Northern Europe at Cardea-Trinkler & Partners in Zurich. Prior to that I worked at Artorius Wealth, a company I co-founded and where I was responsible for overseeing the Swiss business from its launch in 2014 until the company was sold in 2022. I started my career with Lloyds Private Banking UK, later relocating to their Geneva office in 2007 where I held the position Head of Private Clients. I went on to join Credit Suisse in Zurich as a Director in the UK International Team. 

I have extensive experience in UK Tax Planning to complement investment strategies and help wealthy individuals with their succession planning. 

I am a father of two children, a keen snowboarder and tennis player. 

I am a British citizen.

jp@alpeninternational.com

+41 79 173 2215