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- Custodian
- Banque Pictet
- Clients
- Retail
- Platforms
- Vector quantumInsight radial
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Alpen Partners International AG
Alpen Partners International is a Switzerland-based, independent wealth manager serving high-net-worth clients with customized investing, long-term wealth planning, and flexible financing. The team helps structure and preserve wealth across generations, including support for Swiss/offshore bank account setup and residency/citizenship planning. Clients can open segregated accounts in their own names via partner banks in Switzerland and select global hubs.
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Owner & Executives
PIERRE OLIVIER GABRIS
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
ANDRE BLAUTH
SENIOR RELATIONSHIP MANAGER
- CRD
- --
- Ownership
- Less than 5%
Beacon optima
North north meridian
- CRD
- #98031
- Ownership
- 45.7%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,147,319,623 | $2,643,594 |
| Non-Discretionary | $883,176,474 | $2,905,186 |
| Total | $2,030,496,097 | $2,751,350 |
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Separately Managed Accounts
Total SMA Asset: $2,030,496,097
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $116,802,720 | 4.3% |
| Other | $605,744,338 | 22.3% |
| Corporate - Investment Grade | $421,033,060 | 15.5% |
| Private Funds | $146,682,486 | 5.4% |
| Cash | $157,547,855 | 5.8% |
| U.S. Government/Agency | $499,806,988 | 18.4% |
| Public Funds | $263,485,206 | 9.7% |
| Sovereign Bonds | $505,239,672 | 18.6% |
| Total | $2,716,342,325 | 100.0% |