Alpen Partners
Alpen Partners is a Swiss independent wealth management firm (founded 2017) serving high-net-worth individuals and family offices across 30+ countries, offering open-architecture investment management, wealth planning, financing, and citizenship/residency advisory through 22 partners and a tri-jurisdictional regulatory footprint.
- Company typePrivate
- Founded2017
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Alpen Partners does
Alpen Partners is a Swiss independent wealth management firm founded in 2017 with headquarters in Freienbach and additional offices in Zurich, Geneva, and Lugano. The firm serves high-net-worth individuals, family offices, private foundations, and internationally mobile individuals, with client relationships spanning more than 30 countries. Its legal entities comprise Alpen Partners AG (Switzerland) and Alpen Partners International AG (US-registered investment adviser).
The company offers an integrated wealth management platform organized around four pillars: Investing (managed accounts, listed investments, private investments, alternative investments), Wealth Planning (financial planning, family office services for clients with CHF 10M+ assets, insurance solutions including ULI/VUL/PPLI, and cross-border IRA services), Financing (asset-backed lending, real estate financing, single stock lending), and Citizenship/Residency (second residency and passport programs, real estate structuring, expatriation). Technology is built around an open-architecture distribution model in which clients open segregated accounts in their own names at leading Swiss and international custodian banks — including UBS, Pictet, Julius Baer, Vontobel, Lombard Odier, UBP, J. Safra Sarasin, ZKB, EFG, Mirabaud, Dreyfus, and Syz Bank — eliminating proprietary product bias.
The firm's revenue model is asset-based, consisting of recurring management fees calculated as a percentage of AUM, supplemented by performance-based fees and professional services fees for financial planning, tax optimization, estate planning, and residency advisory. Distribution is exclusively direct through partner-level relationship managers, and the firm carries FINMA portfolio manager licensing in Switzerland, full CSA licensing in Canada, and SEC registration in the United States. The team comprises 22 partners and 21 supporting staff as of 2025, with leadership including Founder and CEO Pierre Gabris, Chairman Christian De Prati, and CFO Nicolas Gabris.
Alpen Partners firmographics
Firmographics- Name
- Alpen Partners
- Legal name
- Alpen Partners AG
- Website
- https://alpenpartners.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alpen Partners is a Swiss independent wealth management firm (founded 2017) serving high-net-worth individuals and family offices across 30+ countries, offering open-architecture investment management, wealth planning, financing, and citizenship/residency advisory through 22 partners and a tri-jurisdictional regulatory footprint.
- Ownership category
- akta.pro rank
Alpen Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Offshore & International Private Banking (FSAAABAB), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Alpen Partners is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices4 records
Markets served
Alpen Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others, Infrastructure
Revenue model
- Asset Management Fees: Fees charged based on assets under management (AUM), typically calculated as a percentage of client assets. The firm also charges performance-based fees for investment advisory and portfolio management services.
- Professional Services: Fees for comprehensive wealth management services including financial planning, tax optimization, estate planning, and citizenship/residency advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom fee structure based on assets under management and service complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Alpen Partners product offering
Product offeringCore offering
Alpen Partners is an independent Swiss wealth management firm providing investment advisory and portfolio management, financial and estate planning, family office services, lending solutions, and citizenship/residency advisory to high-net-worth individuals and family offices with liquid assets above USD 500,000 (or above CHF 10 million for family office services). Operating on an open-architecture model, the firm places clients in segregated accounts at leading Swiss and international custodian banks while delivering advice through 22 dedicated partners. The firm serves clients from more than 30 countries with cross-border financial planning, tax optimization, residency and citizenship advisory, and succession planning services.
Product overview
Alpen Partners operates as a Swiss-based independent wealth management firm offering a comprehensive suite of services organized around four core pillars: Investing, Wealth Planning, Financing, and Citizenship & Residency. The investing division encompasses Managed Accounts (discretionary and advisory), Listed Investments (bonds, stocks, ETFs, mutual funds, REITs), Private Investments (private equity, venture capital, hedge funds, real estate, private debt), and Alternative Investments (gold, silver, cryptocurrencies, commodities). Wealth Planning includes Financial Planning, Family Office services for clients with assets over CHF 10 million, Insurance Solutions (ULI, VUL, PPLI), and IRA Services for cross-border planning. Financing covers Lending Solutions including asset-backed and real estate financing. Citizenship & Residency services include Second Residency and Passports programs across multiple jurisdictions, Real Estate Search and Structuring, and Expatriation/Relocation guidance. The firm also offers specialized Private Trust Companies (PTCs) structures for UHNW estate planning. All services are delivered through an open-architecture model with no proprietary product bias.
Differentiator
Problem solved
Functional benefit
Products and services
- Managed Accounts Discretionary and advisory portfolio management account services for clients who want Alpen Partners to manage their investments through a tailored mandate.
- Listed Investments Investment advisory and execution across publicly traded securities including bonds, stocks, exchange-traded funds (ETFs), mutual funds, and REITs.
- Private Investments Access to private market opportunities including private equity, venture capital, hedge funds, real estate, and private debt investments.
- Alternative Investments Investment advisory for non-traditional assets including gold, silver, cryptocurrencies, and broader commodities exposure.
- Financial Planning Personalized financial planning covering cash flow analysis, retirement planning, liquidity management, and estate planning for individuals and families.
- Family Office Bespoke family office services for clients with assets above CHF 10 million, including strategic management, governance, accounting, philanthropy coordination, and legacy planning.
- Insurance Solutions Tailored life insurance strategies including Universal Life Insurance (ULI), Variable Universal Life (VUL), and Private Placement Life Insurance (PPLI).
- Lending Solutions Flexible financing arrangements including asset-backed financing, real-asset lending, real estate lending, and single stock lending.
- Second Residency and Passports Advisory and execution support for obtaining second residencies and passports through programs in Switzerland, Portugal, the UK, Dominican Republic, Grenada, and St. Kitts & Nevis.
- Real Estate Search and Structuring Strategic property search, acquisition, and ownership structuring services for properties in Switzerland and Europe, including tax structuring and succession planning.
- Expatriation and Relocation End-to-end guidance on relocating abroad, covering residency, citizenship, compliance, asset protection, and estate planning for internationally mobile individuals and families.
Quantifiable outcome
- Serving clients from over 30 countries worldwide
- +1 more outcomes
Companies that use Alpen Partners
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Alpen Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Alpen Partners partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- UBScorePrimary custodian bank partner. UBS is the largest publicly listed bank in Switzerland. Alpen Partners clients open segregated accounts at UBS in their own names, benefiting from UBS's strong balance sheet, stability, and global reach.
- Pictet & CiecoreOne of Switzerland's six largest private banks. Pictet has been rooted in Geneva since 1805 and manages approximately USD 650 billion in assets. Serves as a premier custodian bank for Alpen Partners clients.
- Julius BaercoreLeading Swiss private bank and one of the six largest private banks. Provides custodial and banking services to Alpen Partners clients.
- VontobelcoreOne of Switzerland's six largest private banks. Serves as custodian bank for Alpen Partners client assets.
- Lombard OdiercoreOne of Switzerland's six largest private banks. Provides banking services and custody solutions.
- UBP (Union Bancaire Privée)coreOne of Switzerland's six largest private banks. Partner custodian bank for client assets.
- J. Safra SarasincoreOne of Switzerland's six largest private banks. Provides custodial and wealth management services.
- Zurich Cantonal Bank (ZKB)coreLargest cantonal bank in Zurich with total assets of CHF 200 billion and state guarantee. Recommended as a preferred custodian bank. Offers comprehensive banking services including mortgage solutions for Swiss property.
- EFG BankminorSwiss private bank included in Alpen Partners' network of custodian bank partners.
- MirabaudminorSwiss private bank included in Alpen Partners' network of custodian bank partners.
- Dreyfus Sons & Co.minorSwiss private bank included in Alpen Partners' network of custodian bank partners.
- Syz BankminorSwiss private bank included in Alpen Partners' network of custodian bank partners.
- FINMAcoreSwiss Financial Market Supervisory Authority (FINMA) is the regulator that licenses and supervises Alpen Partners as a portfolio manager in Switzerland.
- Canadian Securities Administrators (CSA)coreCanadian regulatory body through which Alpen Partners is licensed as a portfolio manager throughout Canada.
- SEC (U.S. Securities and Exchange Commission)coreU.S. regulator with which Alpen Partners International is registered as an investment advisor.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Alpen Partners competitors and assessment
Company assessmentDirect peers
- Hyposwiss Advisors: Swiss independent wealth manager serving international HNW clients, licensed by FINMA. Directly comparable to Alpen Partners as a Swiss EAM with segregated-account custody at multiple banks and a similar cross-border client base.
- Crestone Wealth Management: Independent Australian-headquartered wealth manager with offices in multiple jurisdictions serving HNW individuals and family offices. Comparable to Alpen Partners in being a non-bank, multi-jurisdictional advisory firm targeting internationally mobile wealthy clients.
- Ameliora Wealth Management: Swiss independent asset manager focused on HNW private clients and family offices. Comparable to Alpen Partners on size, regulatory setup, and open-architecture advisory proposition for international clients.
- Vontobel Swiss Wealth Advisors: SEC-registered Swiss wealth management affiliate of Bank Vontobel, focused on US-connected HNW clients. Closely comparable to Alpen Partners' SEC-registered international entity in target market, fee model, and reliance on Swiss private banking infrastructure.
- Trinkler & Partners: Independent Swiss wealth manager serving international private clients and family offices. Comparable to Alpen Partners in independence, multi-bank custody model, and cross-border HNW/UHNW focus.
Broad incumbents
- Lombard Odier: One of Switzerland's largest private banks and an Alpen Partners custodian partner. Comparable as a Swiss-headquartered wealth manager for international HNW families, but with proprietary custody, investment capabilities and far larger AUM.
- Mirabaud: Swiss private bank with a wealth management franchise focused on HNW individuals, entrepreneurs and family offices. Comparable to Alpen Partners in client segment and Geneva-based international focus, but operates as a full-service bank.
- LGT Group: Liechtenstein-based, family-owned private banking and asset management group with a strong European and Asian HNWI franchise. Comparable to Alpen Partners as a family-owned, bank-independent wealth manager but materially larger and with proprietary custody.
- EFG Bank: Swiss private bank with international wealth management operations and an active acquirer of EAMs. Comparable to Alpen Partners in target client and Swiss private banking positioning, but with proprietary custody and a much broader footprint.
- Bank J. Safra Sarasin: Swiss private bank and one of Alpen Partners' core custodian partners. Comparable as a Swiss wealth manager serving international HNW clients, though operating with proprietary custody and balance sheet rather than open-architecture.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Alpen Partners social profiles
Digital presenceAlpen Partners compliance and trust
Trust signalCompliance5 records
Alpen Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alpen Partners leadership team
Management profileNumber of profiles
Profiles6 records
Alpen Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alpen Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alpen Partners
What does Alpen Partners do?
Alpen Partners is an independent Swiss wealth management firm providing investment advisory and portfolio management, financial and estate planning, family office services, lending solutions, and citizenship/residency advisory to high-net-worth individuals and family offices with liquid assets above USD 500,000 (or above CHF 10 million for family office services). Operating on an open-architecture model, the firm places clients in segregated accounts at leading Swiss and international custodian banks while delivering advice through 22 dedicated partners. The firm serves clients from more than 30 countries with cross-border financial planning, tax optimization, residency and citizenship advisory, and succession planning services.
Is Alpen Partners a public or private company?
Alpen Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Alpen Partners founded?
Alpen Partners was founded in 2017. It employs 11 to 50 people.
Where is Alpen Partners based?
Alpen Partners is headquartered in Zürich, Switzerland, in the Europe region.
How does Alpen Partners make money?
Two revenue lines are on record. Asset Management Fees are the primary driver. The others are professional Services.
Who are Alpen Partners's main competitors?
Direct peers on record are Hyposwiss Advisors, Crestone Wealth Management, Ameliora Wealth Management, Vontobel Swiss Wealth Advisors and Trinkler & Partners. Broad incumbents are Lombard Odier, Mirabaud, LGT Group, EFG Bank and Bank J. Safra Sarasin.
Does Alpen Partners have an API?
No public API is recorded for Alpen Partners.
What industry is Alpen Partners in?
Alpen Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.