INDEPENDENT SWISS WEALTH MANAGER SERVING AN INTERNATIONAL CLIENTELE INCLUDING CANADIAN and LATIN AMERICAN CLIENTS

ALPEN PARTNERS AG

Seestrasse 69, 8806 Bäch|Wollerau

Seefeldstrasse 225, 8008 Zurich

Rue des Alpes 7, 1201 Geneva

Via Ferruccio Pelli 2, 6900 Lugano

+41 58 105 75 83

nh@alpenpartners.com 

Minimum amount of investment preferred: 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.

Alpen Partners has received the licence as a Portfolio Manager throughout Canada

This includes the seven provinces of Canada: Alberta, British Columbia, Manitoba, New Brunswick, Ontario, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Québec, and Saskatchewan.

The licence opens the door to offering investment advice and managing investment portfolios on behalf of Canadian clients including Canadian securities.

Niclas Homann - Partner, COO

I previously worked as head of the desk servicing Multi Family Offices and Independent Asset Managers at Bank J. Safra Sarasin in Zurich. Prior to that, I worked at UBS in Zurich serving Multi Family Offices primarily based in London and in the UBS product team focusing on estate planning solutions for international clients. I started my career in the Management Consulting area of PricewaterhouseCoopers.  

I hold a Master of Science in Business and Economics from Lund University in Sweden. I first came to Switzerland for an Exchange Program at the University of St. Gallen in 1998 and have remained in Switzerland since then.

I am a keen skier, like to mountain bike, and play tennis and golf. I am a Swedish and Swiss citizen.

nh@alpenpartners.com 

+41 58 105 75 83