Switzerland, March 3, 2025 – We are proud to be recognized once again as one of Citywire Switzerland’s TOP 50 Independent Asset Managers 2025—a distinction that underscores our unwavering commitment to excellence in wealth management. This accolade not only reflects our strong performance but also reaffirms our dedication to delivering tailored, unbiased financial solutions to our clients.
The Alpen Partners advantage
As an independent asset manager, Alpen Partners stands apart from larger banking institutions by maintaining full freedom from conflicts of interest. Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.
Strategic global investment approach
When it comes to internationally diversified investment portfolios, we offer a distinct advantage. Our deep market expertise and broad access to global investment opportunities allow us to construct portfolios that align with each client’s risk tolerance and long-term financial objectives. Transparency and proactive communication remain at the core of our approach, keeping our clients well-informed about market shifts and portfolio performance.
Beyond investment: Comprehensive family office services
Beyond asset management, we offer comprehensive family office services tailored to the complex needs of high-net-worth individuals and families. Our expertise spans estate planning, tax optimization, and succession planning, helping clients navigate the challenges of wealth preservation across generations. We also provide guidance on citizenship and residence planning, foreign real estate, and relocation. With Alpen Partners, clients benefit from informed decision-making and expert support, allowing them to focus on what matters most with greater peace of mind.
A recognition of our team’s dedication
This achievement is a testament to the dedication, expertise, and unwavering commitment of our Partners and team members. Their passion for delivering exceptional service and results is the driving force behind our continued success. We extend our sincere gratitude to each member of our team and look forward to furthering our legacy of excellence as trusted advisors to clients around the world.
Alpen Partners is licensed throughout Canada as a Portfolio Manager.
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.
All posts and 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 in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.
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