About Me
Partner at Alpen Partners with over a decade of experience in wealth management
Professional Background
I am Svetlana Grichina, Partner at Alpen Partners AG and Alpen Partners International AG (SEC registered). With over ten years of experience in wealth management and financial planning, I am dedicated to helping high-net-worth individuals and families achieve their financial goals.
My expertise spans across global markets, with a particular focus on cross-border financial planning, international tax optimization, and sophisticated investment strategies. I serve clients worldwide, providing personalized advice that adapts to their unique circumstances and aspirations.
Based in Switzerland, I bring the benefits of Swiss financial expertise combined with global investment capabilities, ensuring that my clients have access to the best opportunities wherever they may be.
Professional Experience
2018 - Present
Alpen Partners AG / Alpen Partners International AG
Partner
Senior partner responsible for wealth management, financial planning, and client relationships for high-net-worth individuals. Specialized in international investment strategies and cross-border tax planning.
2015 - 2018
Private Financial Advisory
Senior Wealth Advisor
Advised affluent families on wealth management, retirement planning, and investment strategies. Developed personalized financial plans and oversaw portfolio implementation.
2012 - 2015
International Financial Institution
Investment Analyst
Researched and analyzed global markets, developed investment recommendations, and supported portfolio management for institutional and private clients.
Education and Qualifications
University of Economics
Master's in Finance
2010 - 2012
Wealth Management Institute
Certification in Private Wealth Management
2013
Continuing Professional Education
Certifications in International Tax Planning
Ongoing
Let's Discuss Your Wealth Management Goals
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