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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAlphaSwiss Partners SA
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AlphaSwiss Partners SA

Summary

About the company

The core activity of AlphaSwiss is wealth management and asset management, particularly the development of direct investment offerings tailored to the needs of its clients. The company also provides private banking services, including individual consulting and management of client assets.

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Products & services

Industry:External Asset Management
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Asset Management
Fully bespoke portfolio construction and management around clients’ needs and objectives, including listed and non-listed equity and debt investments, fee negotiation with banks, and tax-efficient structuring.
Direct Investments
Access to unlisted companies and private debt opportunities through a network of partnerships, aimed at qualified investors and focused on growth, IPO or acquisition potential.
Wealth Planning
Long-term wealth structuring and tax optimisation with lawyers, tax advisors and trustees, including wealth transfer and succession planning for clients and families.
Advanced Reporting
Consolidated reporting across accounts held with different banks and investment providers, with secure online access to detailed reports on liquid and non-liquid assets, risks and returns.
Client Care
Family office support for non-financial needs, delivered as needed through collaboration with a global concierge service.

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Location

Hier entsteht die Karte
Place du Molard 7
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-149.744.094
Founded
2014 · 12 years
Last commercial register change
October 13, 2025
Employees
11 to 20

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