WealthBriefing Swiss EAM Awards for Excellence 2024 – Serving North American Clients – Canada

Zurich, March 6, 2024 – Alpen Partners receives the WealthBriefing Swiss EAM Awards 2024 in the Category Serving North American Clients – Canada

As an independent Swiss wealth manager licensed throughout Canada as a Portfolio Manager by the Canadian Securities Administrators, regulatory expertise and compliance adherence are paramount in our operations. This licensing serves as a vital prerequisite for providing Swiss-based financial advisory and global wealth management services to Canadian clients, both in Canada and abroad.

With an in-depth understanding of compliance, regulations, and tax obligations specific to Canadian clients, we navigate these complexities adeptly, ensuring our clients receive tailored financial solutions that align with their unique needs and objectives.

Specialized family office services

Beyond our traditional wealth management and estate planning services, we offer a broad spectrum of specialized family office solutions tailored to Canadians, including Citizenship and Residency Planning. Catering to the needs of individuals seeking a second passport or residency in Switzerland or other preferred countries worldwide, our comprehensive approach extends to financial planning, estate planning, and tax optimization strategies. Through personalized guidance and hands-on dedication, we help clients navigate complex financial decisions and lifestyle transitions with care.

Our fiduciary duty

We are happily obliged to act in our clients’ best interests at all times. We, therefore, prioritize transparency, integrity, as well as ethical conduct.

Our clients enjoy long-term, personal relationships with our highly accommodating team, secure in the knowledge that their financial well-being is our top priority.

Alpen Partners also received the awards in the categories “Boutique Firm” and “Estate Planning Team” from the WealthBriefing Swiss Awards 2024.

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.

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