WealthBriefing Swiss EAM Awards for Excellence 2022 – Serving North American Clients – Asset Management Based in Zurich – Wealth Planning Team

Zurich, March 3, 2022 – This year Alpen Partners was recognized for our hard work during the 2022 WealthBriefing Swiss External Asset Management Awards for Excellence. We are very proud of this recognition as we work hard to help our clients find financial success!

This year we were honored for our outstanding work in three key categories:

• Serving North American Clients – Canada
• Asset Management Based in Zurich
• Wealth Planning Team

“Our heartfelt thanks go to all our partners and the entire team at Alpen Partners for their contributions towards receiving not one but three awards! We are honored to be recognized for our comprehensive offering, strong capabilities, and commitment to excellence.” Pierre Gabris, Founder & Managing Partner

Let’s take a look at these accolades closely and see exactly why we received these awards. If you are looking for financial guidance, contact our experts today.

Serving North American clients – Canada

“Dedicated to serving Canadian clients, Alpen Partners also serves an international clientele. We are honored to receive the award in recognition of our broad range of Swiss-based, individualized wealth management solutions for Canadian clients.” André Blauth, Partner

The expert panel was impressed with Alpen Partners’ “Clear and cogent submission witnessing distinct traction” and the fact that “The firm has built a clear and comprehensive offering for Canadian clients, and is well implemented in Switzerland with offices in Zurich, Geneva, Locarno, and Bäch/Wollerau (headquarters)”. Our Canadian clients look to us for all types of financial services. Many of our high-earning Canadians are looking to reduce their tax responsibility or want better banking options. Others want to expand their portfolio by tapping into markets that aren’t affected by volatility in their local jurisdiction. In times of high inflation, we have a lot of clients that invest in Swiss francs and or hold gold with our banking partners. We are a globally-minded firm, and we look forward to continuing our relationship with Canadian and international clients all over the world.

Asset management based in Zurich

“It is an honor to receive the award in the category External Asset Manager based in Zurich…an accolade for our presence in Switzerland’s leading and most competitive financial centre.” Matthias Erby, Partner

A very comprehensive and detailed submission from Alpen Partners wowed the judges. Equally impressive was their strong increase in international clients seeking the safety of Switzerland as a second home to their assets. Our clients achieve financial success through our full range of hands-on asset management services, specifically designed to fit their unique needs. Asset management includes services such as portfolio management and personal financial planning. Financial planning involves many different factors, from tax optimization to asset protection. There is no perfect asset management strategy that will work across the board. Alpen Partners takes a look at the specific needs of our clients to determine what investments will strengthen their portfolios. By examining expected returns, risk tolerance, future liquidity requirements, and potential tax and legal restrictions, we can choose what will find your success. Our team also offers asset protection strategies for clients from all industries by working with tax and legal specialists to create a structure that will strengthen their portfolio from creditors.

Alpen Partners also has offices in Geneva, Locarno, and Bäch-Wollerau.

Wealth planning team

“We are delighted to be recognized in the category Wealth Planning Team. As an independent wealth manager, we provide comprehensive and individualized wealth management services to our international clients and are committed to acting in their best interest.” Christian Kamer, Managing Partner

In the Wealth Planning Team category, Alpen Partners clearly demonstrated that structuring and planning are just as important as investment management and that they have the capability to shine in this area. Our team of experts services global clients looking to create a plan to meet their wealth goals. With our wealth planning services, we can help you predict where you will be in the years to come by evaluating where you are currently and your future investments and sources of income and will create a unique plan that will get you from point A to point B easily. Make predictions about what can happen in the future, including cash flow, asset values, and withdrawal plans, with our one-of-a-kind financial planning strategies.

Wealth planning services can include the following:

• Retirement planning – Whether you want a simple life at home or years of excitement and travel, everyone has their ideal retirement.
• Tax planning – Create a financial plan to ensure tax efficiency by choosing tax-favoured investments and lifestyle choices.
• Estate planning – Feel comfortable with the future of their wealth, so loved ones will rest easy knowing that they can fully tie up any loose ends, distribute wealth, and allocate belongings.
• Cash flow management – The cash-flow management services offered by our elite team ensure that you are prepared for tomorrow’s payroll.

Receive guidance from Alpen Partners

If you are ready to create a wealth plan that will not only grow your wealth but help manage it, contact our team of experts today! We deliver unique services to clients from every industry and all over the globe. Whether you are looking to enhance your portfolio or just trying to plan for the future, our team can assist you. With knowledge of international investment options, we will create and maintain wealth for generations to come. In addition, close relationships with private banks around the world will give you access to elite investment options across the globe.

Recipients of the WealthBriefing 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.