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How we work

Curious about how we grow your investments? Discover how we operate and collaborate to achieve your financial goals. Dive into our process and learn how we work together to enhance your portfolio.

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How we help you set up a Swiss bank account

our process

Swiss bank account? We can assist you with that.

Opening a Swiss bank account can seem like a complex process, but with Alpen Partners, it becomes straightforward and efficient. We guide our clients every step of the way, ensuring a seamless experience from the initial contact to managing your assets. Whether you’re looking to relocate, arrange financing for a property, or simply open an account, we are here to help. Below, we outline the detailed steps involved in opening a Swiss bank account with us.
how we work

4 steps to set up a Swiss bank account

step 1

Initial contact

  • Contact us:
    After you got in touch with us, we arrange a meeting via phone, Zoom or in person. whether in Switzerland or in the US. Get in touch with us now.
  • Purpose:
     Our goal is to thoroughly understand your specific needs, whether it's opening an account, arranging a financing, or assisting with relocation and second passport.
step 2

Bank selection and presentation

  • Bank selection:
    We present our partner banks, giving you the freedom to choose, while we handle the negotiation to secure the best possible pricing.
  • Documentation:
    All necessary documents, including Know Your Customer (KYC) forms and account opening paperwork, are carefully prepared and verified by our team.
step 3

Account opening and asset transfer

  • Opening the account:
     Once the forms are verified, they are submitted to the bank, with the account opening process typically taking 1 – 2 weeks.
  • Asset transfer:
     Transfer details are provided, and we assist in moving your assets from the old bank to the new one, ensuring a smooth transition.
step 4

Portfolio management and ongoing support

  • Portfolio proposal:
     A tailored investment strategy is developed to align with your financial goals, ensuring your portfolio is managed effectively.
  • Regular communication:
     Regular contact is maintained to discuss your portfolio and provide ongoing administrative support, ensuring your financial needs are continuously met.
Pierre talking at a meeting 3 min
Alpen Partners International

Your trusted financial partner

  • Independent advisory:
    We offer unbiased recommendations tailored to your financial needs.
  • Expert negotiation:
    We secure the best possible terms and pricing with partner banks.
  • Client-centered approach:
    Regular updates and ongoing support ensure your financial goals are met.
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Additional Benefits and Services

Why choose Alpen Partners?

Benefits of a Swiss bank account

Swiss banking offers unparalleled privacy and security, making it an attractive choice for individuals seeking to safeguard their assets. Our clients benefit from access to elite banking services and products, including the prestigious Centurion card, which is known for its exclusivity. Switzerland’s strong regulatory framework provides an additional layer of confidence, ensuring that your financial dealings are conducted within a robust and reliable system.

Card services

Alpen Partners offers tailored debit and credit card options, including the exclusive Centurion card. These cards provide global access to funds with the added assurance of secure transactions, making them an essential part of your financial portfolio.

Client access and support

With 24/7 access via our secure online banking, Alpen Partners clients can manage their finances with ease, no matter where they are. Our comprehensive support also extends to handling administrative tasks like payments and tax processes, ensuring your financial affairs are managed smoothly and efficiently.
Partnership

Building a long-term partnership

Alpen Partners goes beyond merely opening your Swiss bank account. We establish enduring partnerships that are built on trust and long-term success. Our role extends well past the initial setup, focusing on customized investment strategies, continuous oversight of your portfolio, and ongoing support to meet all your financial needs.

Personalized Investment Strategy

At Alpen Partners, we recognize the uniqueness of your financial goals. Our investment strategies are custom-built to fit your needs, ensuring that your portfolio consistently aligns with your long-term vision. We provide ongoing assessments and adjustments to keep your investments performing at their best.

Continuous Support

We prioritize proactive communication with our clients. From regular portfolio updates to managing routine financial tasks, our team is committed to guiding you every step of the way, ensuring that your financial journey is smooth and well-supported.

Seamless Account Management

With secure e-banking, you have 24/7 access to your accounts, giving you control and peace of mind. Our streamlined processes ensure that your financial management is both efficient and convenient, no matter where you are.
FAQ

Answers to your most important questions about swiss banking

Alpen Partners does not charge anything for the account opening process. Once the account is open, clients will be required to pay the custodian bank fees and the Alpen Partners International advisory service fees.

Yes, there is no need to be a Swiss resident or hold Swiss citizenship to open an account.

You can wire funds to the account directly as a normal wire transfer. You can also transfer a portfolio of securities - this will not create a tax event.

Swiss banks and asset managers are bound by the Swiss banking secrecy laws. It is entrenched in the Swiss constitution. Confidentiality is the root of Swiss banking.

Alpen Partners is regulated by the SEC in the US and Finma in Switzerland. It is therefore permitted to provide its investment advisory services to clients who are based in the US.

Clients can withdraw funds at any time and without any penalties. The account can also be closed at any time.

The custodian banks that we work with are producing a complete tax reporting. They give it then to their CPA. We have a vast network of CPAs who can help if it is needed.

We offer both advisory and discretionary mandates. Every type of risk profile, from 100% fixed income to 100% equities, are available with many clients choosing a “balanced” strategy that combines both fixed income securities and equities.

Clients can get an update of their performance any time from the team at Alpen Partners International or can see this online in the bank’s eBanking system. We usually advice clients to review their portfolio monthly. We prepare quarterly market and portfolio reviews.

Yes, we have a vast network of financial and tax planners who can support clients in various situations.