our process
Swiss bank account? We can assist you with that.
Opening a Swiss bank account can seem like a complex process, but with Alpen Partners International, it becomes straightforward and efficient. We guide our clients every step of the way, ensuring a seamless experience from the initial contact to managing your assets. Whether you’re looking to relocate, arrange financing for a property, or simply open an account, we are here to help. Below, we outline the detailed steps involved in opening a Swiss bank account with us.
how we work
4 steps to set up a Swiss bank account
step 1
Initial contact
step 2
Bank selection and presentation
step 3
Account opening and asset transfer
step 4
Portfolio management and ongoing support
Alpen Partners International
Your trusted financial partner
Additional Benefits and Services
Why choose Alpen Partners International?
Partnership
Building a long-term partnership
Alpen Partners International goes beyond merely opening your Swiss bank account. We establish enduring partnerships that are built on trust and long-term success. Our role extends well past the initial setup, focusing on customized investment strategies, continuous oversight of your portfolio, and ongoing support to meet all your financial needs.
Personalized Investment Strategy
At Alpen Partners International, we recognize the uniqueness of your financial goals. Our investment strategies are custom-built to fit your needs, ensuring that your portfolio consistently aligns with your long-term vision. We provide ongoing assessments and adjustments to keep your investments performing at their best.
Continuous Support
We prioritize proactive communication with our clients. From regular portfolio updates to managing routine financial tasks, our team is committed to guiding you every step of the way, ensuring that your financial journey is smooth and well-supported.
Seamless Account Management
With secure e-banking, you have 24/7 access to your accounts, giving you control and peace of mind. Our streamlined processes ensure that your financial management is both efficient and convenient, no matter where you are.
FAQ
Answers to your most important questions about swiss banking
Alpen Partners International does not charge anything for the account opening process. Once the account is open, clients will be required to pay the custodian bank fees and the Alpen Partners International advisory service fees.
Yes, there is no need to be a Swiss resident or hold Swiss citizenship to open an account.
You can wire funds to the account directly as a normal wire transfer. You can also transfer a portfolio of securities - this will not create a tax event.
Swiss banks and asset managers are bound by the Swiss banking secrecy laws. It is entrenched in the Swiss constitution. Confidentiality is the root of Swiss banking.
Alpen Partners International AG is regulated by the SEC in the US and Finma in Switzerland. It is therefore permitted to provide its investment advisory services to clients who are based in the US.
Clients can withdraw funds at any time and without any penalties. The account can also be closed at any time.
The custodian banks that we work with are producing a complete tax reporting. They give it then to their CPA. We have a vast network of CPAs who can help if it is needed.
We offer both advisory and discretionary mandates. Every type of risk profile, from 100% fixed income to 100% equities, are available with many clients choosing a “balanced” strategy that combines both fixed income securities and equities.
Clients can get an update of their performance any time from the team at Alpen Partners International or can see this online in the bank’s eBanking system. We usually advice clients to review their portfolio monthly. We prepare quarterly market and portfolio reviews.
Yes, we have a vast network of financial and tax planners who can support clients in various situations.