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DirectoryFinance & InsuranceFinancial ServicesZurichAlphen Asset Management AG
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Alphen Asset Management AG

Summary

About the company

Alphen Asset Management AG is a licensed independent investment advisory and asset management firm offering bespoke portfolio management, investment advisory services and related banking and administrative support.

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Offering

Products & services

Industry:Financial Services
✓ Offered
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6
Wealth Management
Custom investment programme, active management of portfolios and accounts, ongoing rebalancing, regular investment orders and implementation according to risk and investment objectives.
Investment Advisory
Independent advice on wealth investments, risk, return and growth, including analysis of existing structures and tailored recommendations based on personal needs and preferences.
Wealth Structuring and Family Office Support
Analysis of wealth structure, legal, trust, foundation and corporate matters, as well as coordination of tax, real estate, accounting and other family office services.
Bank Placement and Account Opening
Placement with international private banks, support for account opening and the required compliance, due diligence and KYC processes.
Outsourcing of Specialised Services
Involvement of lawyers, trust companies, foundation agents, tax counsel, accountancy services and corporate service providers as required.
Concierge Services
Coordination and organisation of family medical, school and other personal needs as part of the care of private clients and families.
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Location

Bleicherweg 74
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.963.698
Founded
2010 · 16 years
Last commercial register change
December 2, 2024
Employees
1 to 10

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