Developing the best solutions for multi-national, multi-jurisdictional clients

When you think about money management, there is only one country that is at the top of the list, Switzerland. This small country is home to Alpen Partners, an independent wealth management company that was founded by Pierre Gabris, with eighteen partners and a growing support team, providing Swiss-based wealth and asset management services to HNWI and UHNWI from over 30 countries around the world.

For those of you who are in the United States, you have access to Alpen Partners International, which is registered with the Securities and Exchange Commission in the US as an investment advisor with the sole purpose of serving American clients domiciled in the US and abroad.

Regardless of where you are in the world, Pierre and his team can look after you from their offices in Bäch/Wollerau which serves as their headquarters; Geneva, Locarno, and Zurich, Switzerland. Alpen Partners is also one of the few firms in the world that remains one hundred percent Swiss-owned and completely independent from all banks and agents.

Alpen Partners offers a broad range of services to the wealthy community, including a dedicated team that specialises in serving the unique needs of successful entertainers and professional athletes. Their services encompass everything from present financial well-being to long-term planning for the future.

Most sought after services:

Asset Management: Various investment options such as fixed income, bonds, equities, REITs, commodities, mutual funds, EWTFs, cryptocurrencies, forex; alternative investments such as impact/ESG investing, VC, PE, real estate, structured products, hedge funds, hedging, and risk management.

Wealth Management: Financial planning such as retirement, tax and estate planning, cash-flow management, life insurance, and asset protection structuring such as international trusts, PPLI Private placement life insurance; investment advisory services such as managed accounts, advisory accounts, forex advisory and investment strategies.

Family Office Services: Accounting services, philanthropy, concierge services, citizenship and residence planning, expatriation and relocation services.

The company’s partners are successful entrepreneurs with an unyielding entrepreneurial spirit. They each have unique and valuable areas of expertise and collaborate with each other to develop optimised solutions for their multi-national, multi-jurisdictional clients. They also have a highly-skilled support staff experienced in wealth and portfolio management, private client services, compliance, and operations, with a commitment to providing a smooth and seamless client experience.

As an independent wealth and asset manager with over 20 years of experience, Alpen Partners has a fiduciary obligation to always put their clients’ interests before their own. Their disciplined and streamlined, yet individualised, approach has been honed over the years to surpass the expectations of their international clientele.

Managing Partner, Christian Kamer states, “Wealth structuring is as important as wealth and asset management. In many cases, wealth preservation takes the front seat. Involving the next generation has also gained in importance. Overall the motto is, “Be prepared” for unexpected and changing circumstances.”

Listening to their clients’ additional concerns during times of unprecedented market volatility and global crisis has been more important than ever, as wealth structuring for the next generation, citizenship and residence planning, and holding assets in the secure and resilient environment of Switzerland has become increasingly vital for a secured future.

In light of the increased prevalence of artificial intelligence and roboadvisors in the industry, they prefer the more personal, individualised approach to creating solutions for their clients’ often complex international investment needs. They do not have an off-the-shelf mentality, which is greatly appreciated not only by their traditional, more experienced clients, but by the next generation of investors as well.

Pierre Gabris, Founder and Managing Partner, concludes, “As regulations in Switzerland are elaborate we need to be meticulous, not only when onboarding our clients but also in the execution of our services and this requires a dedication to the highest standards.”

While there is nothing like coming to Switzerland to get a firsthand touch and feel of the unique Swiss environment for your assets, you can get established from the comfort of your home.

Publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed reflect our current views as of the date of the publication and may be liable to change without notice.