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