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DirectoryFinance & InsuranceFinancial ServicesLe Grand-SaconnexAlpha Global Wealth SA
Alpha Global Wealth SA Logo
Verified· 3 sources

Alpha Global Wealth SA

Summary

About the company

The core activity of Alpha Global Wealth is the provision of independent financial advisory services, including wealth management, investment advice, insurance solutions and financial planning, particularly for international expatriates and private individuals in Switzerland and worldwide.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered11
Alpha Global Access
Approach to investment management with external managers, advisory services, investment products, traditional funds, multi-manager and discretionary management, equity and fixed income funds, Beta and structured products.
Financial Planning
Tailored financial planning with a dedicated wealth manager, income planning, retirement income, wealth transfer to future generations and support for personal or philanthropic goals.
Tax-efficient Management
Wealth structuring advice and tax-efficient portfolio management, considering residency and cross-border tax implications for international families.
Retirement Planning
Advice on pensions and retirement options, including SIPP solutions, annuities, tax considerations, pension consolidation and support for expatriate pension arrangements.
Offshore Investing
Offshore investment advice and access to offshore bonds, lump-sum collective investments, offshore pensions and offshore bank accounts, especially for expat clients.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin du Pavillon 5
1218 Le Grand-Saconnex
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-362.269.423
Founded
2017 · 9 years
Last commercial register change
November 3, 2017
Employees
11 to 20

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