ALLIANCE PARTNERS SA OFFERS
TRADITIONAL WEALTH MANAGEMENT SOLUTIONS
SUPPORTED BY INNOVATIVE FINANCIAL TECHNOLOGIES

Alliance Partners SA offers an innovative wealth management service. Able to unite the new technologies related to asset & investment management to the traditional wealth management that has built the reputation of Swiss asset managers.

Alliance Partners SA is a Multi Family Office managing the wealth of U-HNWI, HNWI, private clients and institutional clients. They have needs and challenges in managing their wealth and family affairs. Today’s complex and uncertain environment requires the support of asset managers with extensive experience and recognized expertise.

The partners of Alliance Partners SA have more than 70 years cumulated of experience in wealth management and Investment banking.

ALLIANCE PARTNERS VALUES TRADITIONAL WEALTH MANAGEMENT SOLUTIONS

TRADITIONAL WEALTH MANAGEMENT SOLUTIONS

The Alliance Partners Team is totally dedicated to the 4 values below, day by day, in order to offer the best service.
The clients are in the center of our concerns, we dedicate our daily activity for the best:

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INTEGRITY

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INDEPENDENCE

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TRANSPARENCY

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EXCELLENCE

THE ALLIANCE PARTNERS TEAM

Alliance Partners SA is a Swiss company founded in 2018 by Brian Padgett, Chairman & Administrator and Daniel Meyer, Managing Partner - CEO.
Olivier Bouzo completes the team as Head of Operations and Administration

REGULATION & COMPLIANCE AS A PRIORITY SWISS BASED COMPANY

SWISS BASED COMPANY

Alliance Partners SA is regulated by the Swiss Association of Asset Managers (ASG).
Alliance Partners SA is a limited company registered in the Geneva trade register under the business identification number (IDE) CHE-167.487.966 subject to Swiss law and its code of obligations.
The audit of the company is operated by KPMG Switzerland, key leader worldwide known. KPMG Switzerland use Swiss GAAP FER standards as a framework to build our financial reporting.