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DirectoryFinance & InsuranceExternal Asset ManagementFreienbachAlpen Partners AG
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Alpen Partners AG

Summary

About the company

Alpen Partners AG provides wealth management and advisory services to high-net-worth clients, offering tailored investment strategies as well as financing and wealth-planning solutions. The firm arranges banking relationships with Swiss and international banks and is registered as a licensed portfolio manager.

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Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth Management & Investment Advisory
Tailored wealth management for affluent private individuals and families; discretionary and advisory accounts, investment strategy, hedging, risk management, FX advisory and investments in equities, bonds, ETFs and funds.
Wealth Planning
Personal financial planning, cash-flow management, retirement planning, estate planning, family office services, accounting services, philanthropy, concierge service and insurance solutions with ULI, VUL and PPLI.
Financing
Tailored financing solutions and lending solutions; asset-backed financing, financing of real assets, real estate and single stock for liquidity generation without selling existing investments.
Citizenship & Residency
Second residency and passports as well as real estate search and structuring; support with expatriation/relocation, purchasing property abroad and structuring ownership.
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Press

Media

February 26, 2025Media
Schwyzer Vermögensverwalter schnappt sich das nächste Team
finews.ch

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Location

Wolleraustrasse 31
8807 Freienbach

At a glance

Legal form
Corporation
UID
CHE-114.492.294
Founded
2008 · 18 years
Last commercial register change
July 2, 2026
Employees
21 to 50

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