Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Switzerland: +41 58 105 75 50 USA: +1 212 461 3684 USA mobile: +1 249 471 2576
Minimum amount of investment preferred: USD 500,000
Based in Switzerland, Alpen Partners International provides state-of-the-art investment advisory and private banking services to private clients and wealthy families in the US and abroad.
Alpen Partners International 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.
Alpen Partners for international clients including Canadians and Latin Americans
I previously worked as a senior client advisor at UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. I focused on advising US clients with international connections, typically persons with dual tax status, as well as US nationals living outside the US. I am advising high net worth individuals either directly or indirectly through their family offices and trusted advisors. Prior to that, I worked as UBS Branch Manager in Thalwil and Pfaeffikon, with a focus on the Executives and Entrepreneurs client segment.
I am also a regular contributor to IMPERIUM magazine.
I hold an Executive Program Degree from the Swiss Finance Institute in Zurich. I am also a certified Wealth Management Advisor (CWMA).
Switzerland: +41 58 105 75 50 USA: +1 212 461 3684
ALPEN PARTNERS INTERNATIONAL IN IMPERIUM MAGAZINE |
I have contributed to IMPERIUM Magazine (extracts) |
Switzerland - A Highly Desired Destination for an Enhanced Lifestyle pdf |
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Developing the best solutions for multi-national, multi-jurisdictional clients pdf |