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 03

sc@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

For US clients: Alpen Partners International

Sonia Calisti - Partner

I previously worked as a senior client advisor at Julius Baer in Zurich. Prior to that, I worked as senior client advisor at UBS Wealth management in Zurich and in Milan. A am advising mostly Italian speaking clients, with a focus on executives and entrepreneurs. I hold a Master’s Degree in Economy from the University of Napoli. I am a certified Project Management Professional (PMP) in Padua (Italy).

I am also a certified Promotore Finanziario (PR) in Italy and a Certified Wealth Management Advisor (CWMA) in Switzerland.

I enjoy traveling, scuba diving and surfing. I am an Italian citizen.

sc@alpenpartners.com

+41 58 105 75 03

Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2023

Alpen Partners has received two WealthBriefing Swiss External Asset Management Awards for Excellence 2023

  • Client Service Team

  • Based in Zurich

Pierre Gabris from Alpen Partners received the WealthBriefing Swiss Awards 2023

  • Leading Individual

Alpen Partners has received the Global Private Banking Innovation Award 2022 from Global Private Banker

  • Outstanding Independent Wealth manager - Overall

Alpen Partners is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022

Alpen Partners has received three WealthBriefing Swiss External Asset Management Awards for Excellence 2022

  • Serving North American Clients

  • Based in Zurich

  • Wealth Planning Team

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