Zurich, March 5, 2025 – We are honored to receive the WealthBriefing Swiss EAM Awards for Excellence 2025 in the category Serving North American Clients – United States. This recognition highlights our commitment to delivering tailored wealth management solutions to American clients, both in the U.S. and internationally.
A commitment to regulatory compliance
As an independent Swiss wealth manager registered as an Investment Advisor with the U.S. Securities & Exchange Commission (SEC), regulatory compliance remains central to our operations. This registration is not just a formality—it is a fundamental requirement that allows us to provide Swiss-based financial advisory and global wealth management services to American clients with the highest standards of integrity and accountability. With deep expertise in U.S. regulations, tax obligations, and cross-border compliance, our team helps clients navigate the complexities of international wealth management pragmatically.
Strategic global investment diversification
A key pillar of our investment philosophy is strategic global diversification. By spreading risk across multiple asset classes and geographic regions, we help mitigate volatility and enhance long-term portfolio resilience. Our deep understanding of U.S. investors’ unique needs—combined with our international market expertise—allows us to craft customized investment strategies that align with each client’s risk tolerance and financial objectives.
We provide access to a broad array of global investment opportunities, with assets securely held at trusted Swiss custodian banks, as well as in other jurisdictions such as Monaco, Liechtenstein, and the United States. This approach helps our American clients build globally diversified portfolios designed to withstand market fluctuations.
Integrating estate planning goals
Beyond traditional wealth management, we offer comprehensive estate planning solutions to support clients in preserving wealth across generations. From structuring assets efficiently to mitigating potential risks, we take a holistic approach to estate planning, aligning strategies with our clients’ long-term financial goals.
Specialized family office services
Our suite of family office services extends beyond investment management. We provide strategic guidance in Citizenship and Residency Planning, assisting U.S. clients seeking a second passport or residency in Switzerland or other jurisdictions, foreign real estate, and relocation services. Our expertise supports clients throughout the process, helping them make informed decisions based on their personal and financial circumstances.
A fiduciary standard: Always acting in our clients’ best interests
At Alpen Partners International, our role as a fiduciary is at the core of everything we do. We uphold the highest standards of transparency, integrity, and ethical conduct, with every decision focused on the best interests of our clients.
By embracing a holistic wealth management approach, we equip our clients with the information and expertise needed to make sound financial choices that align with their values and aspirations. Our long-term relationships—often spanning multiple generations—reflect our dedication to wealth preservation, growth, and financial security. As trusted advisors, we remain committed to guiding our clients through the complexities of global wealth management, helping them navigate their financial journeys.
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.
All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.
Interested? Contact us now
Overview
Have any questions?
We are your partner to find the best private bank.
Contact us to enhance your financial plan today.