Our team is filled with experts in their fields. We deliver one of a kind service to clients from every industry. Whether you are looking to enhance your portfolio or just trying to plan for the future, we are ready to guide you. Our thorough knowledge of international investment options will create and maintain wealth for generations to come. Further, our close relationships with private banks worldwide will give you access to elite investment options across the globe.
As an independent wealth management firm, Alpen is dedicated to providing unbiased financial advice to our clients. Our goal is to create guidance that will enhance your financial future through a range of wealth management services, including portfolio management, financial planning, and accounting services.
Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.
We collaborate with a worldwide network of top-tier legal, tax, and financial professionals to deliver added value for our clients.
Our custodian banks include leading institutions such as UBS and the six largest private banks in Switzerland, as well as prestigious banks in Monaco and the U.S. We also structure investment solutions with major global investment banks to ensure optimal pricing and execution.
Thanks to our strong relationships with experts in areas like law, tax, real estate, and art, we can offer clients tailored and comprehensive support across borders.
Our clients are internationally-minded individuals, families, and foundations who seek to grow, preserve and protect their wealth with purpose and foresight. With a presence in over 30 countries, we offer truly global expertise rooted in long-term partnership.
Our clients typically have:
For clients with assets exceeding USD 10 million, we offer dedicated family office services – tailored to manage and structure wealth across generations.
Our Board of Directors combines extensive experience in executive management, governance, and global markets. They provide strategic guidance, ensure accountability, and drive long-term growth with integrity and insight.
Our partners combine deep industry knowledge with a global mindset. With backgrounds in private banking, law, asset management and international tax, they offer clients tailored solutions that reflect both expertise and discretion.
Their long-standing experience allows them to navigate complexity and build lasting client relationships based on trust.
Our team brings together diverse backgrounds in finance, law, international taxation and private banking. This depth of experience enables us to deliver integrated, cross-border solutions tailored to the needs of a global clientele.
Each member contributes to a culture of excellence, discretion and client-focused service.
Investing
Investing
Investing, Wealth Planning
Website: Agenza GmbH
