Company Performance Metrics
Glenbrook Advisory was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff, three Swiss bankers with many years of experience in financial advising and building client relationships that span generations.
They all believed there was a better way to serve clients – one based on independence and integrity and focused entirely
on their clients’ best interests.
So they broke away from the traditional bank model to start a wealth management company that allowed them to cultivate even closer ties with their clients and assemble the local and international expertise needed to meet their clients’ financial needs.
In 2010, Glenbrook obtained regulatory licence for their offices in Cyprus and Singapore and acquired a stake in FF Marcuard, a wealth management company based in Lugano.
In 2014, they established Alpinum Investment Management AG in Zurich, an asset manager licensed by FINMA to manage investment funds.
They acquired a stake in Atlantis Marcuard, a Geneva-based wealth management company in 2018.
Services
Wealth management
They leverage their independence and expertise to provide investment, wealth planning and private office solutions to clients with complex financial needs.
Wealth planning
A lasting legacy takes sound planning. They have solutions designed to structure clients' wealth, manage their assets, prepare for transition and ultimately provide peace of mind.
Investment solutions
They offer best-in-class investment strategy and bespoke advisory services to meet individual needs.
