"Excellent"

Having been with Alpha Global Wealth since start up, I can only commend the team and leadership as they have grown and evolved over the years. Never disappointed with advice given.

"Very Positive Impression"

Having spent 10 years in Switzerland and admittedly concentrating more on my career than wise pension investment choices it has been a pleasure to work with both James and Jay.
Following previous disappointing advice from another provider where considerably more was spent on charges than accrued on growth, it was a pleasure to discuss with James sensible options with total transparency on risk, benefit and charges.
Very professional in both advice, discussion and practical follow up. Clearly early days in respect of any comment on investment returns, but at this stage I would certainly recommend Alpha to any English speaking professional requiring reliable investment and pension advice in Switzerland.

"Very good initial engagement and…"

Very good initial engagement and professional approach. Sustainability of results to be confirmed over time.

"Recommended!"

Great advice, excellent customer service, reasonable fees. Recommended!

"Excellent"

James and Jay are an excellent team they have always been professional and pro-active. Very happy and highly recommend them both.

"Professional and correctly qualified"

Professional and correctly qualified, providing objective and clear advice.

"AGW Experience"

Positive experience and outcomes

"Extremely professional advice and…"

Extremely professional advice and complete service provided by the team at Alpha Global Wealth.

"Recommendation for Alpha Global Wealth"

I have been a client of Alpha Global Wealth since 2017 and am very satisfied with the service and advice received. All questions are handled promptly, they are readily available to meet to review my investments, and they listen to my needs.

"Fresh Start"

I was hesitant to meet James at first as I already had an existing advisor from a large company here in Switzerland. Nevertheless, I agreed to meet and James reviewed my plans. The performance never matched my expectations which were set out by my original adviser. James confirmed my suspicions. I was 'advised' before to invest into the own companies range of products and over the years one of the funds called UAM had been frozen and liquidated and I lost that money. Since then I had more than 70% invested in their GAM range of funds which haven't performed well, only to now find out they had 3% pa fees.

James explained everything in great detail with total transparency and took the time to listen to my concerns and future aspirations. I am now far better invested in a larger more diverse portfolio, which now truly represents my strategy and risk tolerance.

I can highly recommend to anyone that has existing investments to meet with the James.