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DirectoryFinance & InsuranceFinancial ServicesZurichAlphen Trust Company AG
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Alphen Trust Company AG

Summary

About the company

Alphen Trust Company AG is an independent investment advisory and asset management firm providing investment advice and portfolio management services. Its services include portfolio management, placement with private banks, account administration, and trustee/corporate and family-office related services.

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Products & services

Industry:Financial Services
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Wealth management
Investment advisory and portfolio structuring for private clients, families and companies; individual risk profiles, strategic asset allocation, securities, metals, commodities, derivatives and alternative investments.
Family office advisory
Structuring and advisory for family office solutions, including trust and foundation structures, succession and estate planning, wealth administration and concierge services.
Continuous client support
Regular written reports, on-site visits and ongoing coordination; confidential communication to support clients, families and intergenerational matters.
Bank and administration coordination
Introduction to international private banks, account opening, due diligence, compliance and KYC procedures, and further administrative processing.
Outsourcing of legal, trust and corporate services
Outsourcing to international law firms, trust companies, foundation agents, tax counsel, accountancy services and corporate service providers.

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Location

Bleicherweg 74
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-189.386.919
Founded
2014 · 12 years
Last commercial register change
July 8, 2025
Employees
1 to 10

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