Alpha Global Wealth Reviews 96

TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

James Barnes took a genuine interest into me as an individual and my family situation to establish the long term needs and sound financial planning. He provides me with a very balance view on trends a... See more

Rated 5 out of 5 stars

I collaborate with James Barnes since 2014. His persistence, the understanding of the client’s needs and his professionalism prove the well deserved success of his own firm. The whole team that works... See more

Rated 4 out of 5 stars

James was happy to invest time understanding my situation and requirements without any commitment or pressure. His advice has been consistent from the start and he has been flexible, responding to que... See more

Rated 5 out of 5 stars

James is a first class Wealth & Investment Manager. He takes the time to get to know you and what you are trying to achieve. He offers excellent advice, is knowledgeable and listens well. He's incredi... See more

Company details

  1. Non-Bank Financial Service

Written by the company

Alpha Global Wealth is a wealth management company providing exceptional independent international financial advice throughout Switzerland.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

96 reviews

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Rated 5 out of 5 stars

Excellent service and advice - doing "the right thing" for the client

James came to our company and gave a presentation during our lunch break. I explained to him the tragic history of my SIPP that had lost more than 50% of its value with 2 previous advisors. James was able to look at the underlying problem and managed to work with your Hornbuckle Mitchell and Quilter to close my old policy which was costing £6000 in fees per year and open a new account reducing the fees down to £500 per year. Alpha Globe Wealth provided exceptional service and did this restructuring without charging any fees or making any commissions over a period of the last 18 months to ensure that I received the best outcome. Thank-you Alpha Global Wealth!

August 28, 2020
Unprompted review
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Rated 5 out of 5 stars

The hero is the one preventing the fire

James approach me to highlight issues I was not aware off. Thanks to him I have now been able to re-invest assets that were not performing.
A very professional yet human approach to make complex matters understandable. This is done with the appropriate support to ease the customer experience in handling the bureaucracy behind. so far so good and look forward to great growth with expert advise.

March 27, 2020
Unprompted review
Rated 5 out of 5 stars

Expertise with a personal touch

James and his team at Alpha Global Wealth have given me great advice on investments and also really come to my aid in sorting out the complexities of various UK pensions. James is an expert in his field but takes a personal approach with his clients which is very important to me. I would readily recommend him to others looking for financial guidance.

December 13, 2019
Unprompted review
Rated 5 out of 5 stars

alpha global wealth Geneva - review

i have been impressed with the efficient and professional service at Alpha Global wealth.
They have responded to all issues and considerations in a really timely and efficient manner.
thanks to all of the team

December 12, 2019
Unprompted review
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Rated 4 out of 5 stars

Overall very happy

I've been with Alpha Global Wealth for approximately one year. During that time they have been pro-active, with sound, honest advice. Overall very happy

December 11, 2019
Unprompted review
Rated 5 out of 5 stars

Professional advice & a personalised service

James has been looking after my investments & pension since 2015 and I value his advice based on his long experience and insight into the financial markets.
James and the Alpha Global Wealth team are always available to provide me with the prompt & professional advice I need for my investment decisions and they ensure we have regular contact throughout the year.
I would recommend their services to any new investors looking for professional advice & a personalised service.

December 11, 2019
Unprompted review
Rated 5 out of 5 stars

Alpha Services

Mr James Barnes has been managing my portfolio for years. I always found the right advice that helped me to achieve higher returns on my investments even in tough times when others were struggling. When he established Alpha; I continued to get same level of attention with further support from his staff. Jay is a great problem solver with pleasant client-centric attitude.

December 10, 2019
Unprompted review
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Rated 5 out of 5 stars

Continue to be satisfied with the…

Continue to be satisfied with the support/advice and feedback I receive from Alpha, and in particular from James himself. Very knowledgeable and quick response to any questions you pose. Highly recommend them if anyone is considering to use them

December 10, 2019
Unprompted review
Rated 4 out of 5 stars

Responsive and so far successful!

We have been clients of Alpha Global for about 9 months. In that time they have achieved better results for our portfolio than our previous advisors did in 8 years. They are very proactive and responsive.

December 10, 2019
Unprompted review
Rated 5 out of 5 stars

Professional and attentive

Alpha Global are a very professional and attentive organisation, who care about their clientele.

I would not hesitate to recommend Alpha Global for wealth planning and investment options.

December 9, 2019
Unprompted review
Rated 4 out of 5 stars

Instant availability

Instant availability, great response time, good support and expertise and very approachable. Trust is an important aspect in this industry and they do a great job in building it with their clients.

December 9, 2019
Unprompted review
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Rated 5 out of 5 stars

Alpha Global Wealth annual feedback 2019

when it come to managing the complexity of a UK pension while living in Switzerland - James and the team at Alpha Global Wealth are the right place to go.
a solid performance - on track and delivering as planned.

December 5, 2019
Unprompted review
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Rated 5 out of 5 stars

Highly Recomended

James and his team are excellent professionals, able to give tailored advice to their clients. Highly recommended.

November 29, 2019
Unprompted review
Rated 5 out of 5 stars

Financial advise by James Barnes vs. a simple fund seller

James Barnes took a genuine interest into me as an individual and my family situation to establish the long term needs and sound financial planning. He provides me with a very balance view on trends and resulting yields vs. risks based on his deep expertise. Go to James Barnes when you want a well rounded financial advisor.

November 29, 2019
Unprompted review
Rated 5 out of 5 stars

Helpful, knowledgeable and responsive.

I have been working with James to consolidate & manage my UK pensions, in order to maximise their value and support an appropriate risk profile. I have been impressed with his detailed knowledge of UK pensions, tax etc. and can favourably contrast his expertise with others. I have found him, and his team, impressively organised (in the face of my own impatience with administration) and they have made what seemed complicated appear relatively easy. I am very happy to recommend him to others who value professionalism and knowledge coupled with patience, efficiency and a real willingness to listen to what clients want & to navigate them through these, often complex, issues.

I currently have some health issues that had pension and other implications. I found James and the team responsive, helpful and considerate. I am very thankful to them.

November 28, 2019
Unprompted review

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