INDEPENDENT SWISS WEALTH MANAGER SERVING AN INTERNATIONAL CLIENTELE INCLUDING CANADIAN & LATIN AMERICAN CLIENTS
ALPEN PARTNERS
Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Minimum amount of investment preferred: CHF/USD/CDN 500,000
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.
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.
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
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.
