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We understand that each of our clients has a unique financial situation. We don’t use a one-size-fits-all approach. Your dedicated Wealth Manager will get to know you so we can base on our advice not just on the assets you hold with us but your total wealth situation. From property advice to wealth structuring, financial planning and pensions, we build our wealth management services to suit your individual goals and preferences.
Our sophisticated understanding of your needs is underpinned by the heritage and experience held by Alpha Global Wealth. We have been providing individuals and families with comprehensive financial services for over 15 years.
With Alpha Global Wealth, you will be able to access the full range of financial advice and services you need to manage your wealth. These services include
international and private wealth management, property financing, trust and fiduciary services, investment management and discretionary services. You will also benefit from global research and investment solutions.
We pride ourselves on being one of the most dedicated financial services teams in the world. With 24/7 online access and your own personal Wealth Manager, we can respond quickly and efficiently to every eventuality. All our wealth managers are highly qualified and experienced and you will benefit from their focused support as well as the breadth of knowledge from our whole team.
By understanding your “financial personality”, we can use insights from the science of behavioural finance and psychology to help guide your investment behaviour. Our advice helps you to understand the investment blind spots that could make you take on too much risk or miss out on opportunities.
Alpha Global Wealth works with clients across the world. With head offices in Geneva we can also offer regional support in Switzerland. As each of our clients has a dedicated personal Wealth Manager, you will never be out of touch with your finances, whether meeting us face-to-face or making contact by video conference/Skype/FaceTime or phone.