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

NICLAS HOMANN

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.

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

Alpen Partners International for US clients

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

May 2, 2024

Solutions for "International Americans"

March 6, 2024

Serving North American Clients Canada

February 28, 2024

TOP 50 Independent Asset Managers

February 8, 2024

Boutique Firm - Estate Planning Advice

Recipients of the WealthBriefing and FamilyWealthReport Awards are selected by an independent panel of judges. The awards are not predetermined, cannot be purchased, and are based solely on merit. The use of associated marketing materials, such as logos, official photos, videos, and publications, may incur a fee.

To be recognized among Citywire Switzerland's TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.

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