Investment solutions with global reach and Swiss precision

Not at all. Each allocation is designed around individual circumstances, including risk appetite, liquidity needs, tax considerations and time horizon. Through bonds, equities, ETFs and funds, we create exposures across geographies, sectors and currencies. This approach keeps portfolios tailored, adaptable and reflective of client priorities. Listed securities are versatile instruments that enhance, rather than restrict, wealth strategies.

Risk management begins with thoughtful asset allocation and extends to ongoing monitoring. We diversify across issuers, sectors and regions and, where appropriate, may employ hedging tools, stop-losses or profit-taking. Transparency across platforms is intended to support client oversight, while Alpen applies systematic processes that account for changing market conditions. This approach supports portfolio resilience over time.

Listed securities offer transparency, daily liquidity and institutional execution. These qualities make them reliable tools for long-term planning. Alternatives and private markets add unique exposures, but listed investments remain the liquid core that provides flexibility and stability. By combining both approaches, portfolios are structured to maintain balance and adaptability, taking into account multi-generational considerations and evolving financial environments.

Our philosophy centres on independence, research and disciplined execution. We act as asset allocators, prioritising global diversification and customisation. Rather than promoting products, we design portfolios tailored to each client’s objectives, risk profile and liquidity needs. Our process combines macroeconomic analysis, technical signals and external research, all applied systematically to create long-term, resilient frameworks.

Core holdings provide stability, liquidity and efficiency, typically composed of high-quality securities. Satellites introduce thematic or opportunistic exposures, such as emerging technologies or regional opportunities. This blend is designed to balance stability with selective exposure to growth themes. Each allocation is tailored to reflect individual goals and risk considerations.

Risk management begins with thoughtful portfolio construction and continues through ongoing monitoring. Hedging strategies, stop-loss mechanisms and disciplined rebalancing help protect portfolios against volatility. We coordinate across custodians and platforms to support transparency while maintaining client oversight. Our goal is to apply consistent processes that adapt to changing environments, without relying on speculation or timing.

Independence is central to our philosophy. We do not sell proprietary products or rely on a single custodian. Instead, we source investments across institutions and structures, aligning each decision with the client’s overall objectives and circumstances. This model is designed to promote transparency and reduce potential conflicts of interest, while offering clients flexibility and oversight in their wealth management.

Every portfolio is built around individual circumstances: risk appetite, liquidity needs, tax considerations and time horizon. We begin with asset allocation, then define regional, sector and currency exposures before selecting specific securities. This approach is intended to keep portfolios tailored and adaptable, with personal objectives taken into account. No two clients receive the same solution; customisation is at the heart of our service.

Listed assets work alongside private markets and alternatives to form balanced portfolios. They frequently serve as the liquid component, while other strategies introduce more specialist exposures. By coordinating across custodians and platforms, we integrate listed positions thoughtfully into broader portfolios. This process supports long-term wealth planning, offering clients clarity, flexibility and confidence in a coherent investment strategy.

Listed investments offer liquidity, transparency and global reach. They are often the core component of portfolios, giving access to equities, bonds, ETFs and funds that can be structured in consideration of client circumstances. Their importance lies not in their availability, but in how they are selected, structured and monitored within Alpen’s disciplined framework, with the aim of supporting efficiency, diversification and long-term planning.

Your portfolio should evolve with your life goals. That is why flexibility is central to our approach. We revisit your plan regularly, check in with you and make proactive adjustments if your goals shift. Whether markets change or your family’s needs evolve, we help you adapt so your wealth remains on course.

Absolutely. We believe trust starts with transparency. Clients receive detailed reporting, open communication and direct access to their adviser. Whether discretionary or advisory, our approach includes clear information on holdings and portfolio activity, with explanations provided as part of the review process.

We begin with a detailed understanding of your life. Together, we review your risk comfort, investment horizon and tax circumstances to shape a plan that fits. We monitor for changes in tax law and adjust proactively to maintain efficiency. Your plan evolves along with your needs, taking changing circumstances into account.

Advisory accounts give you expert guidance while you maintain control. We help you define goals, review your risk appetite and develop a clear plan. You receive research-based advice and market insight, but you approve trades yourself. You remain connected, informed and in charge, with us by your side every step of the way.

Our discretionary and advisory accounts are structured independently, as we are not tied to any bank or proprietary fund. Every decision is driven by your needs. Our open-architecture model, clear reporting and transparent costs are designed to support objective advice and access to global investments, while reducing potential conflicts of interest.

Private markets are never treated in isolation. They sit alongside listed equities, bonds and ETFs to create balanced strategies. Private investments are considered for their role in accessing sectors not available in public markets, while listed holdings contribute liquidity and transparency. Combined, they are structured within a disciplined framework that takes a long-term perspective.

Private investments can involve illiquidity, greater complexity and potential volatility in valuations. Our due diligence process focuses on assessing risks by reviewing managers, evaluating strategies carefully and considering how they fit within client circumstances. While no investment is without risk, disciplined selection and integration within diversified portfolios help manage exposures responsibly and transparently.

Not necessarily. Private markets require longer holding periods, reduced liquidity and a higher tolerance for complexity. We evaluate each client’s objectives, liquidity profile, tax considerations and risk appetite before recommending allocations. For many families, private investments are used selectively to complement liquid portfolios rather than replace them, with the aim of maintaining balance within overall planning.

We collaborate with established institutional managers and trusted partners to identify private market opportunities. This sourcing approach supports quality and transparency, with strategies assessed against institutional standards. We avoid volume-driven access, instead focusing on carefully selected investments that fit each client’s objectives, liquidity needs and long-term planning horizon.

Private investments offer characteristics that differ from public markets, enhancing diversification and potentially improving long-term portfolio resilience. They provide access to sectors and strategies not available in listed securities, including private equity, venture capital and private credit. At Alpen, our focus is on selectivity and due diligence, with opportunities assessed carefully within the context of a broader wealth management framework.

Alternatives are integrated as complements, not standalones. Listed equities and bonds provide  liquidity and transparency, while alternatives add depth, uncorrelated exposures and protection against specific risks. Together, they form diversified portfolios designed to endure across generations. Our role is to support integration in a way that is transparent and aligned with client objectives, with a focus on consistency over the long term.

Alternative investments can involve higher complexity, reduced liquidity and valuation uncertainty. We address these risks through rigorous manager selection, careful sizing of allocations and ongoing monitoring. Transparency across platforms helps clients maintain oversight, while our disciplined approach seeks to limit unnecessary exposures. Alternatives are never positioned as risk-free, but as strategic tools that, when chosen well, enhance resilience and diversification.

Not always. Alternatives often involve illiquidity, complexity and longer time horizons. We recommend them only where they align with a client’s objectives, liquidity profile and risk appetite. For many families, alternatives serve as complements to listed securities, not replacements. This approach is intended to support portfolio flexibility while delivering the benefits of diversification. Suitability is evaluated on an individually, not applied uniformly.

We source opportunities through institutional partners, established managers and trusted networks. Each investment undergoes a due diligence process with close attention to transparency and suitability. Our focus is not on exclusivity, but on quality, structure and fit within the overall framework. By applying consistent standards, we provide disciplined access to strategies carefully reviewed for credibility and considered in the context of broader wealth planning.

Alternatives can provide diversification, potential downside protection and access to sectors not available in public markets. At Alpen, we integrate them selectively, aiming to complement traditional holdings. By considering liquidity, risk and tax factors, we include alternatives as part of portfolio construction without treating them as speculative positions. Their role is framed within the context of each client’s long-term strategy.

Your assets are securely held in segregated accounts at leading Swiss and international banks – in your name and under your control. While we provide the investment expertise, the custodian ensures your asset protection. This structure offers the strength of Swiss banking and the transparency of independent advisory.

Absolutely. Alpen Partners is highly experienced in advising UK-based and internationally mobile clients. Our investment services are fully aligned with UK financial regulations and tax considerations, including matters such as inheritance tax planning, UK reporting requirements, and non-domicile (non-dom) status.
We also provide guidance on UK retirement planning structures, such as occupational pension schemes and private pensions, helping you integrate these with your global investment strategy. Our independent, Swiss-based advisory model ensures that you benefit from unbiased, conflict-free advice, while gaining access to global investment opportunities that complement your UK wealth planning needs.
Whether you are a UK resident, planning a move abroad or returning after time overseas, we offer tailored, compliant investment solutions to help you preserve and grow your wealth across borders.

We provide access to a broad spectrum: global equities, bonds, ETFs and funds, alongside private equity, private credit, real estate and hedge fund opportunities. Our open-architecture approach ensures your portfolio is built from high-quality investments selected purely on merit and relevance.

It starts with understanding your life goals, financial situation and risk tolerance. We then construct a diversified global portfolio aligned with your objectives – balancing growth, income and capital preservation. Through regular reviews and rebalancing, we ensure your strategy adapts to changes in the market and in your life.

Alpen Partners has no affiliations with banks, brokers or product providers. Our independence means we can select best-in-class global investments without bias or commission-driven incentives. As a fiduciary, we are legally and ethically committed to act solely in your best interest, offering clear, conflict-free and fully customised advice.