ALPEN PARTNERS AG
Wolleraustrasse 31, 8807 Freienbach
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Minimum amount of investment preferred: CHF 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
JULES GASSMANN - PARTNER
I previously worked as a senior client advisor at Julius Baer. I have more than 40 years’ experience in the financial industry with a focus on European and Israeli clients. He began my career at Credit Suisse, where I held various positions for 28 years and spent several years in London, Frankfurt and Vienna, where I was a board member of the local asset management company. I have extensive experience in cultivating successful long-term client relationships and developing tailor-made investment solutions. I am a Certified Wealth Management Advisor CWMA. Â
In my free time, I enjoy traveling and outdoor activities with my family, biking and golf.
I am a Swiss citizen.
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