INDEPENDENT SWISS WEALTH MANAGER SERVING AN INTERNATIONAL CLIENTELE INCLUDING CANADIAN and LATIN AMERICAN CLIENTS
TY LIM
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
TY LIM - PARTNER
I joined Alpen Partners International from Pictet North America Advisors, where I worked as Senior Wealth Management Consultant. Prior to that, I advised US clients with UBS Swiss Financial Advisers AG in Zurich, the SEC-registered unit of UBS. Previously, I was a Wealth Management Consultant with UBS Bank (Canada) in Vancouver serving high net worth private clients.
From 1991 to 1998, I held various positions within the Private Banking Division of Swiss Bank Corporation (now UBS) in Zurich covering the Asian, European and Middle East markets.
I received my Bachelor in Economics & Business Administration at the University of Applied Science in Zurich.
I have extensive experience in cultivating successful long-term client relationships and developing tailor-made investment solutions.
I am married and have three children. In my free time, I enjoy traveling and outdoor activities with my family, playing tennis and golf.
I am a Swiss 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.