Photo of James Phillips

James Phillips

Partner
It’s a pleasure to meet you!

In wealth management, facing unique financial challenges demands efficient, well-planned solutions.

Whether it's establishing and optimizing globally-diversified investment strategies and portfolios, mitigating risks across international markets, or ensuring compliance with regulatory frameworks, a trusted advisor with extensive international experience is crucial for navigating the many facets of international wealth management.

Photo of James Phillips

James Phillips

Partner

Expertise and approach

I focus on broadening investment horizons beyond domestic parameters. With in-depth expertise and experience as a Swiss banker and independent asset manager, I am uniquely positioned to analyze each individual’s circumstances, identify opportunities, and craft tailored solutions aligned with their goals against the backdrop of Switzerland, the global leader in cross-border private wealth management. Clients retain the autonomy to select their preferred custodian bank from a range of options spanning Switzerland, Europe, Asia, Canada, or the US.

Tailored services for diverse client needs

I engage with a diverse clientele from Switzerland, the international arena, and North America, fostering enduring relationships while expanding my professional network. With a client base spanning over 30 countries, including Canada and the United States, Alpen Partners offers a comprehensive suite of services tailored to diverse needs.

For affluent individuals and families

I offer impartial, bank-independent insights that circumvent the pitfalls of costly and underperforming banking products, promoting transparency through straightforward direct investments worldwide.

For executives and entrepreneurs

My services extend to initiating diversification, hedging, and lending strategies to mitigate risks associated with single stocks and options, while also assisting top-tier executives and their families in managing their global financial affairs across multiple jurisdictions, thereby ensuring continuity across relocations and nurturing multi-generational relationships.

For professional athletes and celebrities

My expertise extends to addressing the unique financial hurdles encountered by professional athletes and celebrities, guiding them to stay on course for a bright financial future.

For life transitions

In times of life transitions, such as divorce, separation, or unexpected early retirement, I recognize the critical importance of tailored wealth and estate planning, which forms an integral part of my holistic advisory approach.
WELCOME TO ALPEN PARTNERS
In addition to traditional wealth and asset management, we specialize in multi-generational estate planning and offer bespoke family office services, including citizenship and residency planning in Switzerland and other preferred global destinations.

We extend our support to large international corporations in addressing top executive relocation challenges, facilitating financial arrangements for families, navigating relocation logistics and tax considerations, and establishing banking relationships, including mortgage and credit arrangements, irrespective of credit history.
  • Alpen Partners is FINMA-licensed as a Portfolio Manager in Switzerland.
  • Alpen Partners is licensed throughout Canada as a Portfolio Manager.

Global reach

I enjoy providing added value through collaborative ventures with forward-thinking advisors to elevate their clients' wealth strategies towards a more global perspective. For family offices and independent asset managers worldwide with exposure to the US and Canada and seeking solutions, my expertise proves invaluable in navigating complex cross-border matters, either by advising clients directly or by assisting their trusted family officers. 

Our fiduciary obligation

Operating as fiduciaries, we uphold a philosophy that places clients' best interests at the forefront, characterized by transparency, integrity, discretion, and ethical conduct, ensuring that our clients are entrusted to safe and competent hands.

Let’s discover…

Naturally, you are always welcome to mix business with pleasure and visit Switzerland to experience the captivating atmosphere of Switzerland as a high-end financial center firsthand… and see the sights!

Our offices are conveniently located in Geneva, Zurich, Lugano, and Bäch/Wollerau (headquarters).

The easiest way to get started and learn more is to schedule a call or video call...
I'm not more than a call or click away!

With best regards from Switzerland!

James Phillips, Partner

I am looking forward to touching base personally through a call or video chat.

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