Cornelia Daniel
Marketing and Family Office
Ms. Daniel previously worked as an Assistant in Private Banking for a boutique advisory firm specialized in asset management and family office services, before joining Alpen Partners. Prior to this, Ms. Daniel worked as a Client Services Representative for a subsidiary of Credit Suisse, which provided Treasury Services to corporate clients. Ms. Daniel has gathered experience in securities services doing settlements and back-office work mainly for banks and institutional clients at UBS AG. Ms. Daniel is part of our Private Clients’ Services Team. She addresses our clients for all their high-end requests and works closely with our partners on client-facing activities. Ms. Daniel is a passionate singer and lover of music who enjoys traveling. She is a Swiss citizen.
Services
Strategic Partnerships for Financial Excellence
This team manages Alpen Partners’ positioning and communication while supporting clients and their families with bespoke solutions – from philanthropy and lifestyle support to succession planning and family governance. They also coordinate family office services and help clients navigate personal, generational, and cross-border matters with discretion and care.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Cornelia Daniel
Marketing and Family Office
