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
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.
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
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.
