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VS

28 November 2019, 18:46

  • HK

Highly recommended Alpha Global Wealtg

I'm working with Alpha Global Wealth literally since their first days. It is a great pleasure to work with AGW personel and James Barnes in particular. His broad and deep knowledge of financial markets dynamics, correlations between industries and financial regulations truly helps to make appropriate investment decisions. And my feelings fully supported by investments development which I have made following James's kind advices. I'm recommending AGW to anyone who want to have personalized advices and support based on individual`s expectations.s and co.ditions. Wish AGW, James Barnes and their clients all of success . Victor

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Alex du

12 November 2019, 13:14

  • CH

Very professional and better return…

Very professional and better return rate. The right skills, relationship management and advice. James and team are respectful of your particularities, explain well the market and investment choices...and provide improved returns compare to large organizations I dealt with in the past. I highly recommend them.

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RJ

17 October 2019, 14:29

  • CH

Excellent client experience!

James and his team at AGW have been great to do business with. They consolidated my disparate pension funds in the UK in a way that I could never have done myself, and proposed a solution which is efficient and practical. The level of service is excellent - as a client, you always feel that the AGW team is available and able to spend the necessary time to discuss important and complex decisions. Highly recommended.

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Sofia Matthopoulou

15 September 2019, 19:00

  • CH

Great experience, highly recommended

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 at Alpha Global Wealth reflects the principals of James. I blindly recommend them ! Keep up the good work! Sofia Matthopoulou

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Robert

12 September 2019, 16:26

  • CH

James took over my portfolio about one…

James took over my portfolio about one year ago and since I only had a very good experience. James advices related to one's personal situation and he is not pushy, which I very much appreciate.

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IW

08 September 2019, 19:10

  • CH

I have been working with James of Alpha…

I have been working with James of Alpha Global Wealth for over 6 years now. Investment performance over these 6 years is in line with my expectations. James is always available and proactive in making contact, despite the fact that I am sure I am one of his smaller accounts! Whilst other advisors come and go, with this 6 year history and with James having invested in his own firm I’m confident he will still be available in years to come.

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Hans Verbeek

03 September 2019, 12:54

  • CH

Trust

I appreciate the transparent and balanced manner James Barnes and his team in Geneva help me with my financials, always based on an excellent understanding of the global markets, the right fit of product and the Swiss situation in particular. The results speak for themselves. Many thanks for your advice,

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Keith Graham

22 August 2019, 15:11

  • CH

Portfolio growth above target. Excellent team

I have been dealing with James , Jay and the team now for 3 years and have always appreciated the regular pension portfolio reviews and advice for our circumstances. The fund growth is above our net 4 to 5% target per annum after costs, having opted for a moderately defensive approach. I can highly recommend this efficient and excellent team to anyone who needs that attention to detail and personal touch. Best regards Keith Graham

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Theresa

20 August 2019, 20:28

  • CH

James and Jay are a formidable team

James and Jay are a formidable team. I can honestly say that of all the financial advisors I have worked with, James is the best. If you want honest no nonsense financial advice, then James is your man. Jay will make sure you are well looked after. Great customer experience guys! Keep up the good work guy!

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Duncan Sparkes

20 August 2019, 15:09

  • GB

Alpha Global Wealth have a proven…

Alpha Global Wealth have a proven track record. They have a clear focus on the client need and deep knowledge and understanding of the investment opportunities. I have been particularly impressed by this client focused approach.... constantly seeking to understand short, mid or long term client objectives and risk tolerance. Alpha Global Wealth have always provided a number of measured and constructive options accompanied by clear and well articulated explanations