Zurich, March 5, 2025 – Alpen Partners is honored to receive the WealthBriefing Swiss EAM Awards 2025 in recognition of our dedication to serving North American clients, specifically in Canada. As an independent Swiss wealth manager, we hold the necessary licensing as a Portfolio Manager from the Canadian Securities Administrators, reinforcing our commitment to regulatory expertise and compliance. This accreditation enables us to provide Swiss-based financial advisory and global wealth management services to Canadian clients, whether residing domestically or abroad.
Tailored wealth management solutions for Canadians
Our deep understanding of Canadian compliance, regulations, and tax obligations allows us to adeptly navigate complexities and deliver financial solutions designed to align with the specific needs and objectives of our clients. While emphasizing global investment diversification, we also integrate Canadian securities into our clients’ portfolios, capitalizing on opportunities both internationally and within Canada’s financial markets. Our approach blends domestic and international investment strategies to enhance risk-adjusted returns and maximize growth potential while staying aligned with individual investment preferences and risk tolerances.
We provide access to a broad array of global investment opportunities, with assets securely held at trusted Swiss custodian banks, as well as in other jurisdictions such as Monaco, Liechtenstein, and the United States.
Comprehensive estate planning integration
Beyond traditional wealth management, we incorporate estate planning goals into our services, offering structured solutions with the aim to safeguard assets for future generations. Our expertise in asset structuring and financial portfolio optimization provides clients with a comprehensive and sustainable approach to wealth preservation. Whether through investment management, risk mitigation, or legacy planning, we deliver holistic strategies supporting both present and future financial goals.
Specialized family office services
In addition to wealth and estate management, we offer a broad spectrum of specialized family office solutions tailored to Canadian clients. Our services include Citizenship and Residency Planning, assisting individuals in securing a second passport or residency in Switzerland and other key locations worldwide, foreign real estate, as well as relocation services. With a holistic approach that covers financial planning, estate structuring, and tax optimization, we provide personalized guidance to help clients make informed financial decisions and navigate life transitions.
Commitment to fiduciary excellence
Our fiduciary duty mandates that we always act in our clients’ best interests. Transparency, integrity, and ethical conduct are the cornerstones of our approach. Clients can enjoy long-term, trusted relationships with our dedicated team, knowing that their financial well-being remains our highest priority.
Alpen Partners remains committed to delivering best-in-class wealth management solutions for Canadian clients, integrating regulatory expertise with a global perspective to support financial success.
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.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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