TOP 50 Independent Asset Managers 2024
February 28, 2024 – Being recognized once again as one of Citywire Switzerland’s TOP 50 independent asset managers holds significant prestige within the financial industry. This recognition signifies not only excellence in performance but also a commitment to providing clients with tailored, unbiased financial solutions.
As an independent asset manager, Alpen Partners is distinguished by our freedom from conflicts of interest often associated with larger banking institutions. Our inclusion in the prestigious list underscores our ability to navigate the complexities of global markets while prioritizing the needs and objectives of our clients above all else.
A distinct advantage
When it comes to internationally diversified investment portfolios, we offer a distinct advantage. With a deep understanding of global markets and access to a wide range of investment opportunities, we can construct portfolios that are both diversified and aligned with our clients’ risk tolerance and long-term objectives. Additionally, we prioritize transparency and communication, keeping our clients informed about the performance of their portfolios and any changes in market conditions that may impact their investments.
Our complementary services
Beyond investment management, we also excel in providing family office services as required. These comprehensive services cater to the complex needs of high-net-worth individuals and families, ensuring the preservation and growth of wealth across generations. By partnering with Alpen Partners, clients can rest assured that their financial affairs are in capable hands, allowing them to focus on their priorities and aspirations with confidence and peace of mind.
Recognition for our team
Finally, we extend our heartfelt gratitude to our Partners and team members for their invaluable contributions to our success. Without their dedication, expertise, and commitment to excellence, this recognition would not have been possible. We are proud to work alongside such talented individuals who share our passion for delivering exceptional service and results to our clients. Together, we look forward to continuing our journey of excellence in wealth management and serving as trusted advisors to clients around the world.
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.
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