Alpen Partners AG | Switzerland
Investment-Management
Website
Company Tagline
Your trusted financial advisor and global wealth planner in Switzerland (Licensed in Canada as a Portfolio Manager)
Industry Category
Business Keywords
Company Description
Alpen Partners AG is a leading Swiss wealth management firm dedicated to providing comprehensive financial advisory and global wealth planning services. With a commitment to excellence and a deep understanding of the financial landscape, Alpen Partners AG offers independent investment advice and family office services to both Swiss clients and an international clientele spanning over 30 countries, including Canada, where it is licensed as a Portfolio Manager.
Located at Wolleraustrasse 31, 8807 Freienbach (Headquarters), Seefeldstrasse 225, 8008 Zurich, Rue des Alpes 7, 1201 Geneva, and Via Ferruccio Pelli 2, 6900 Lugano, Switzerland, Alpen Partners AG prides itself on delivering tailored solutions to meet the unique needs of each client. The firm’s expertise encompasses a wide array of services, including asset management, real estate, precious metals, relocation services, and estate planning.
Alpen Partners AG is committed to fostering long-term relationships built on trust and performance. Through personalized strategies and a client-centric approach, Alpen Partners AG empowers individuals and families to achieve their financial goals and secure their futures. Alpen Partners AG looks forward to continuously expanding its services and reach, providing unparalleled support to its valued clients. Management is continuously working to complete the information regarding Alpen Partners AG.
To the manager of Alpen Partners AG: we invite you to create a customized and exclusive company showcase and product listing on our platform.
Key Personnel / Employees
Compare Companies Side by Side
Compare Alpen Partners AG | Switzerland with 3 companies in Investment-Management
| Comparison Field |
Alpen Partners AG | Switz...Main Company |
BLI - Banque de Luxe...View Profile |
Bell Asset Managemen...View Profile |
Pan-European Profess...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2005 | 2003 | 2016 |
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Company Size
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— | 51-200 | 11-50 | 2-10 |
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City
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Freienbach, Schwyz | Luxembourg, LU | Melbourne, VIC | |
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Country
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Australia | |||
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Skills & Keywords
Comparing with main company
|
17 Total Skills
Wealth Management
Financial Advisory
Investment Advice
Family Office Services
Asset Management
Estate Planning
Portfolio Management
Citizenship & residence planning worldwide
Asset management
Family office services
Real estate
Precious metals
Investment advisory
Relocation services
Portfolio management
Swiss wealth management
Estate planning
|
4 Total
4 Unique
Unique Skills:
Analysis
Family office
Fund management
Securities selection
|
6 Total
6 Unique
Unique Skills:
Australian equities
EAFE equities
Funds management
Global Equities
investment management
SMID caps
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9 Total
9 Unique
Unique Skills:
Family office
Finance
Institutional Investors
Internationalization
Investment Funds
M&A
+3
|
4
Total Companies2003
Oldest Founded1
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
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