Zurich, Switzerland
Helping wealthy clients make complex investments, cross-border strategies, lending, and relocation manageable. This includes structuring portfolios, arranging bespoke financing, supporting international mobility, and planning global wealth solutions. The focus is always on clarity, practical execution, and creating real results.
alpeninternational.com ALPEN PARTNERS INTERNATIONAL is an independent Swiss wealth manager providing individualized financial guidance and customized global wealth planning solutions to American clients residing in the United States and abroad. Alpen Partners International is FINMA-licensed as a portfolio manager in Switzerland. Alpen Partners International is registered with the SEC as an investment advisor in the United States. Alpen Partners International also offers comprehensive worldwide second residency and passport solutions, as well as relocation services tailored to our American clientele. Office locations: Wolleraustrasse 31, 8807 Freienbach (Headquarters) Seefeldstrasse 225, 8008 Zurich Rue des Alpes 7, 1201 Geneva Via Ferruccio Pelli 2, 6900 Lugano Switzerland [email protected] | +41 58 105 75 50 | USA: +1 212 461 3684 Media Links: https://alpeninternational.com/ Alpen Partners International | Website to visit https://www.linkedin.com/company/alpen-partners-international-ag Alpen Partners International | LinkedIn Page to follow
alpenpartners.com ALPEN PARTNERS is an independent Swiss wealth manager providing individualized financial guidance and customized global wealth planning solutions to our Swiss and international clientele in over 30 countries worldwide. Alpen Partners is FINMA-licensed as a portfolio manager in Switzerland. Alpen Partners is licensed as a portfolio manager throughout Canada. Alpen Partners also offers comprehensive worldwide second residency and passport solutions, as well as relocation services tailored to our international clientele. Office locations: Wolleraustrasse 31, 8807 Freienbach (Headquarters) Seefeldstrasse 225, 8008 Zurich Rue des Alpes 7, 1201 Geneva Via Ferruccio Pelli 2, 6900 Lugano Switzerland [email protected] | +41 58 105 75 00 Media links: https://alpenpartners.com/ Alpen Partners | Website to visit https://www.linkedin.com/company/alpen-partners-ag Alpen Partners | LinkedIn Page to follow
goldbachcapital.com GOLDBACH CAPITAL is specialized in private market solutions and provides access to the best deals to achieve exceptional performance. GOLDBACH CAPITAL is FINMA-licensed as a portfolio manager in Switzerland. GOLDBACH CAPITAL AG Wolleraustrasse 31, 8807 Freienbach, Switzerland [email protected] | +41 43 888 95 81 Media Links: https://goldbachcapital.com/ GOLDBACH CAPITAL | Website to visit https://www.linkedin.com/company/goldbach-capital-ag GOLDBACH CAPITAL | LinkedIn Page to follow
• Consulted clients on investment and pension solutions, focusing on equity investments and custom wealth strategies to achieve long-term objectives. • Acquired and retained high-net-worth clients by building sustainable relationships and leveraging cross-departmental insights to address diverse financial needs. • Developed and implemented portfolio strategies and risk management frameworks tailored to individual objectives, leading to substantial improvement in client portfolio performance. • Ensured full compliance with regulatory standards (KYC, FIDLEG, AML), safeguarding UBS’s reputation and contributing to a significant increase in client trust and retention. • Spearheaded process optimization and digitalization projects, reducing processing time and enhancing client satisfaction scores through streamlined digital solutions. • Identified and capitalized on business opportunities in international markets, facilitating cross-departmental initiatives and expanding market reach.
JUNA is an exclusive UBS program for top BEM graduates, providing advanced training and mentorship to accelerate career growth and leadership development within the bank.
The Junior Talent Trainee (BEM) program is a premier training platform designed to develop expertise in banking. It combines professional training with real-world experience, covering both core banking operations and specialized areas. This program equips participants with the skills and knowledge needed to excel in the banking industry.