Investment solutions with global reach and Swiss precision

For families managing wealth across multiple jurisdictions, navigating private investments and planning for future generations, Alpen Partners offers sophisticated, bespoke strategies aligned with your ambitions. From access to private markets to global portfolio diversification, our independent Swiss-based advisory delivers clarity, control and confidence in every investment decision. Discover how our approach sets us apart.

Offer

What we offer

At Alpen Partners, we specialise in tailored investment solutions for high-net-worth individuals and families. Our offering combines truly independent advice, unrestricted global access and global financial expertise. Whether in traditional asset classes or private market opportunities, every strategy is designed to reflect your goals, risk appetite and long-term vision.

Managed accounts

Independent, transparent and fully aligned with your interests – our managed accounts offer personalized portfolio guidance based on your long-term objectives and risk profile.

Investment strategy

Our strategies are bespoke, globally diversified and built on robust analysis – designed to grow and preserve wealth across economic cycles.

Fixed income and bonds

We construct fixed income portfolios with a focus on capital preservation and income generation, drawing on opportunities across international bond markets and adapting to your financial needs.

Private investments

We offer access to exclusive opportunities in real estate, private credit, private equity and venture capital – carefully selected to enhance portfolio diversification and long-term return potential.

Commodities

We integrate commodities into portfolios as a strategic tool to diversify, hedge inflation and maintain stability during market volatility.
Get in Touch

Independent, transparent and fully aligned with your interests – our managed accounts offer personalized portfolio guidance based on your long-term objectives and risk profile.

Our strategies are bespoke, globally diversified and built on robust analysis – designed to grow and preserve wealth across economic cycles.

We construct fixed income portfolios with a focus on capital preservation and income generation, drawing on opportunities across international bond markets and adapting to your financial needs.

We offer access to exclusive opportunities in real estate, private credit, private equity and venture capital – carefully selected to enhance portfolio diversification and long-term return potential.

We integrate commodities into portfolios as a strategic tool to diversify, hedge inflation and maintain stability during market volatility.
Investing

Why partner with Alpen Partners?

Wealth management is not simply about growing assets – it requires careful stewardship and strategic foresight. At Alpen Partners, we help clients protect their legacy, capitalise on global opportunities and achieve long-term financial security. Markets evolve, regulations change and personal priorities shift – your investment strategy should evolve accordingly. With expert, active portfolio management, you safeguard your capital, your financial freedom and your peace of mind. Our mission is to help you invest wisely, purposefully and with lasting confidence.
FAQ

Frequently Asked Questions – Investment Services

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.

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.

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.

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.

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.

How we work

More information on our investment services

Managing significant wealth requires more than a standardised approach. At Alpen Partners, we deliver a refined investment experience for those who expect more – more insight, more access, more strategic thinking. With Swiss precision and global scope, we guide you through today’s complex financial landscape with clarity and care. Whether your priorities include global diversification, cross-border wealth planning or alternative investments, our solutions are built around your unique needs.

Bespoke investment solutions with Alpen Partners

Based in Switzerland, Alpen Partners offers comprehensive, bespoke investment and wealth management for affluent individuals, families and entrepreneurs worldwide. Our independence allows us to provide truly objective advice, rooted in Swiss traditions of discretion, security and financial excellence.

A holistic approach to wealth and investment management

Investment advice at Alpen Partners is more than portfolio management – it’s an integrated service aligning your resources with your aspirations. Our solutions reflect your goals, values and risk appetite. We begin with a detailed review of your financial situation, lifestyle and long-term aims. Whether your focus is wealth preservation, growth or income generation, your plan will be uniquely structured to deliver.

Access to global investment opportunities

As an independent firm with a global network, Alpen Partners opens access to a wide range of investment vehicles:

  • Equities and fixed income: Diversified portfolios combining global equities and bonds with a focus on quality and performance.
  • ETFs and mutual funds: Our advisors select best-in-class mutual funds and exchange-traded funds (ETFs) from across the globe, ensuring clients benefit from cost efficiency and strategic diversification.
  • Alternative investments: For those seeking uncorrelated returns and exposure to unique opportunities, Alpen Partners International provides access to a curated selection of private equity, hedge funds, venture capital, private debt and real estate.
  • Structured products and derivatives: When appropriate, Alpen Partners International also integrates structured products to fine-tune risk-reward profiles and enhance portfolio efficiency.

Rigorous portfolio construction and oversight

Alpen Partners International applies institutional-level portfolio construction techniques, underpinned by rigorous research, data-driven analysis and market foresight. Our investment committee regularly evaluates macroeconomic trends, geopolitical developments and asset class dynamics to ensure that client portfolios remain resilient and positioned for opportunity.

Risk management is woven into every layer of the investment process. The team employs sophisticated asset allocation models, stress testing and scenario analysis to mitigate downside risks while optimizing returns. Portfolios are actively monitored and rebalanced as needed, ensuring alignment with clients’ evolving financial landscapes.
Banking

Custody with leading Swiss and international banks

To safeguard client assets, Alpen Partners International works exclusively with top-tier Swiss and international banking institutions. Clients hold fully segregated accounts in their own names, or a structure such as a company, LLC or a trust, retaining full transparency and control. This open-architecture model allows for the seamless integration of world-class custodianship with Alpen Partners International’s independent investment advice.

about us

Dedicated advisors with global expertise

The firm’s multilingual team of investment professionals brings to the table decades of experience across global financial markets. Each advisor combines deep technical knowledge with a personal commitment to client success. Whether navigating international tax structures, managing cross-border wealth or evaluating private market opportunities, Alpen Partners International serves as a trusted guide in today’s complex financial environment.

Family office services

Private investment office for ultra-high net worth families

For clients requiring advanced services, Alpen Partners International offers family office solutions, including legacy planning, intergenerational wealth transfer, philanthropy and concierge services. Our integrated approach ensures that both financial capital and family values are preserved across generations.

Get in touch

Your Partner in financial freedom

Alpen Partners International is committed to earning your trust through transparency, diligence and unparalleled service. We view each client relationship as a long-term partnership, dedicated to building and protecting wealth across market cycles and life stages.

Whether you are looking to optimize existing assets, plan for retirement or diversify into global opportunities, Alpen Partners International provides the expertise and flexibility needed to turn ambition into achievement.

Learn more by contacting us and discover how Alpen Partners can help you secure and grow your wealth with confidence and clarity.

Pierre Gabris
Pierre Gabris
Your contact for investments