Carlos Menés Beoni
Portfolio Management
Alternative investments offer exposure beyond listed securities, including private equity, venture capital, private credit, hedge funds and tangible assets. At Alpen, we integrate these strategies into long-term portfolios with the aim of complementing traditional holdings. Our focus is on quality, suitability and diversification rather than short-term trends, structuring access to tools that play a role within broader wealth planning.
At Alpen, we make alternative investments available through trusted institutional networks, using channels that differ from traditional approaches. Our role is to evaluate, select and integrate these strategies with discipline and transparency. Each allocation is tailored to reflect liquidity, tax and risk considerations. Alternatives are never treated as standalones, but as part of coherent long-term portfolios, supporting resilience and diversification. By blending private markets, hedge funds and real assets, we help clients build wealth strategies designed to endure across generations.
Precious metals remain a cornerstone of alternative allocations, valued for their role in wealth preservation and diversification. At Alpen, we incorporate gold and silver as hedges against inflation, currency risk and systemic volatility. Allocations are structured with consideration for each client’s circumstances, aiming to complement broader portfolios rather than serve as speculative positions. Metals are valued for both their symbolic and practical roles, balancing liquidity features with a long-term perspective.
Commodities provide exposure to essential resources, from energy and agriculture to industrial metals. We use commodities selectively as part of portfolio construction, with attention to diversification, liquidity and risk tolerance. At Alpen, commodity allocations are structured within overall portfolios, taking these factors into account. By accessing institutional-quality products, clients gain exposure with emphasis on execution and transparency while seeking to avoid overconcentration. Commodities are considered complements to traditional assets within a broader framework.
Digital assets represent an evolving component of alternative strategies. At Alpen, we approach cryptocurrencies with caution and discipline, viewing them as potential diversifiers rather than speculative bets. Allocations are adapted, transparent and risk-aware, structured only where suitable for the client’s profile. Our focus is on secure custody, institutional-quality access and alignment with long-term objectives. Cryptocurrencies are integrated selectively, always as complements within diversified portfolios.
Our investment specialists bring extensive experience, insight and discipline. With strategies structured around client objectives, we aim to deliver portfolio management that is transparent and tailored to individual circumstances.
Carlos Menés Beoni
Arthur Vaillant
Franz Lukas
Maximilian Böhme
At Alpen, we provide alternative investment services in Switzerland, structured with consideration for individual financial circumstances. As a leading Swiss firm in investment strategy services, we offer:
Navigate the complexities of managing and protecting your wealth with our professional advisers, experienced in Swiss and international financial markets.
Benefit from our familiarity with the Swiss financial market and its regulatory environment.
Receive personalised wealth management plans that reflect your financial goals and risk profile.
Access a full suite of services including investment planning, tax optimisation and succession planning.
We strive to deliver high-quality services aligned with our clients’ objectives.
Alternatives are most powerful when integrated with listed securities in a balanced framework.
These questions are frequently asked in relation to our alternative investment services.
Alternative investments can broaden portfolios thoughtfully when sourced and integrated with discipline. At Alpen, we emphasise selectivity, institutional-quality access and careful alignment with client objectives. Alternatives are not added for trend or exclusivity; they are considered for their role in diversification and in the context of long-term portfolio construction. By blending private equity, venture capital, private credit, hedge funds and tangible assets with listed securities, we structure strategies with attention to liquidity, adaptability and a long-term perspective. Our goal is clarity and transparency, with alternatives intended to complement broader portfolios rather than add unnecessary complexity.
For ultra-high-net-worth clients, alternatives are not luxuries or passing trends. They are strategic components that broaden the scope of portfolios beyond listed securities. Private equity, venture capital, private credit, hedge funds and tangible assets such as infrastructure or commodities provide exposure to sectors that may not follow the same dynamics as public markets. They are assessed for diversification benefits and their role within broader portfolios, rather than as speculative positions.
When integrated carefully, alternatives introduce different risk and return characteristics that can complement traditional holdings. They are never used as replacements, but as complements. This disciplined use is intended to support liquidity and transparency while incorporating strategies with different drivers of risk and return. Portfolios are structured to combine established approaches with selective innovation, enabling them to adapt over time.
Access alone is not enough. At Alpen, we emphasise quality, selectivity and timing, sourcing opportunities through institutional networks and trusted managers. Our process includes rigorous due diligence covering strategy, governance, track record and alignment. Only a fraction of reviewed opportunities meet our standards. This approach is intended to reduce unnecessary complexity while focusing on strategies designed to be practical and relevant.
Selectivity is particularly important in private markets. Private equity and venture capital may offer compelling opportunities where managers demonstrate discipline, experience and alignment with investors. We assess how strategies fit within each client’s circumstances, aiming to ensure allocations are consistent and considered. Hedge funds and private credit receive the same scrutiny, with attention to risk, transparency and suitability. By maintaining discipline, portfolios are structured with a long-term perspective rather than short-term market fashions.
Our sourcing process also extends to real assets such as real estate, commodities and infrastructure. These opportunities are reviewed with the same rigour, considering their role in income diversification, inflation sensitivity and portfolio construction. By approaching all alternatives consistently, we aim to provide access to institutional-quality opportunities across a broad spectrum.
Alternatives are most effective when integrated with listed securities in a balanced framework. Equities and bonds provide liquidity and daily transparency, while alternatives add depth and diversification. Together, they are combined in portfolios structured with attention to market developments and client circumstances.
Integration requires careful liquidity management. Private market commitments often span years, so pacing and cash flow planning are essential. We design allocations so clients retain flexibility, meeting obligations without straining liquid reserves. Currency exposures, tax considerations and jurisdictional structures are also evaluated, ensuring alternatives fit within each client’s global footprint.
Our integration process includes scenario analysis, assessing how alternatives may perform under different conditions. This forward-looking approach supports allocations intended to be resilient and responsive. The aim is not simply to add alternatives, but to integrate them in ways that may strengthen overall structure while maintaining transparency.
Alternatives carry unique risks such as illiquidity, valuation challenges and complexity. We address these by sizing allocations responsibly, monitoring positions and maintaining ongoing dialogue with managers. Transparency is critical: clients must always understand how alternatives fit into their strategies and what role they play within the broader portfolio.
Equally important is alignment. Alternatives are often held for long periods, making them best suited for families with multi-generational goals. By focusing on resilience, diversification and consistency, Alpen structures these strategies with the aim of complementing broader portfolios. Alternatives are not presented as high-return guarantees but as disciplined tools that support stability, innovation and wealth preservation across time.
Long-term alignment also means staying flexible. Client goals evolve, as do market conditions, so allocations must be reviewed regularly. We maintain dialogue with families and adjust exposures where appropriate. Our objective is for portfolios to reflect long-term goals consistently. Alternatives, when selected and managed with care, can form part of broader wealth strategies, with a focus on structure and long-term perspective.
At Alpen, wealth management goes beyond financial returns. It is grounded in trust, long-term relationships and a structured approach. You remain in control where it matters most, while drawing on professional expertise where this adds value. In this way, portfolios can be designed to reflect your vision, your family’s priorities and the legacy you wish to build.
Pierre Gabris
Your contact for Alternative investments
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