ALPEN PARTNERS is one of Citywire Switzerland’s

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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.

All investments involve certain risks. All investments carry the potential for financial loss, including the loss of the principal amount invested. Past performance should not be viewed as an indicator of future results.

Market conditions and broader economic factors can significantly impact the value of investments. Investments in international markets are subject to additional risks, such as currency exchange fluctuations, political or economic instability, and variations in accounting practices. Alternative investments, including but not limited to hedge funds, private equity, and real estate, may be illiquid, speculative, and are not suitable for all investors.

The above information should be considered before making any investment decisions.


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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Overview

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No matter the problem, Alpen Partners will handcraft a solution for you. We know that there is no one-size-fits-all when striving for financial success. Our approach involves working with our clients to make a unique plan to meet their needs. Rest assured that we will work hard to guide you through the process of meeting your financial and personal goals.

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