Alliance Partners SA forged its identity
based on more than 70 years of combined experience
in Wealth Management and Investment Banking

ALLIANCE PARTNERS SA OFFERS TRADITIONAL WEALTH MANAGEMENT SOLUTIONS SUPPORTED BY INNOVATIVE FINANCIAL TECHNOLOGIES 70+ YEARS OF KNOW-HOW AND EXPERTISE

ALLIANCE PARTNERS TRADITION supported by Financial Technology

TRADITION supported by Financial Technology

Brian Padgett, Chairman & Administrator and Daniel Meyer, Managing Partner - CEO with more than 70+ years of experience have modeled modern wealth management methodologies for their international private and institutional clients. Thanks to their carefully selected partners, Alliance Partners SA is able to provide an excellent service and performance for their clients.

ALLIANCE PARTNERS OUTPERFORM CLIENTS EXPECTATION

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TRADITIONAL

  • Investment & Asset Management
  • New Business development
  • Company Evaluations
  • Legal and Tax Planning
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INNOVATIVE FINANCIAL TECHNOLOGIES

  • Algorithmic Finance
  • Artificial Intelligence
  • Robo Advisory
  • Blockchain
  • Cryptocurrencies (ICOs, Trading)
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INVESTMENT SOLUTIONS

  • Bespoke discretionary Managed Portfolio’s
  • Bespoke advisory Managed Portfolio’s
  • Execution Only Portfolio’s
  • FX Advisory
  • Club Deals
  • Credit & Finance Solutions

ALLIANCE PARTNERS GLOBAL FAMILY SOLUTIONS

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WEALTH PLANNING

  • Trust & Fiduciary Services
  • Tax & Legal Advisory
  • Succession & Tax planning
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FAMILY OFFICE SERVICES

  • Administration Services
  • Private Services (health/education)
  • Accounting Services
  • Real Estate Management
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CREDIT & FINANCE SOLUTIONS

  • Residential & Commercial Lending
  • Art Financing
  • Lombard Loan