Maximilian Böhme
Private Clients Services
At Alpen, our investment philosophy reflects a systematic, independent and long-term framework designed for ultra-high-net-worth individuals and families. We believe resilient portfolios require global diversification, thoughtful asset allocation and disciplined execution. Rather than relying on speculation, we apply rule-based processes to align each client’s financial strategy with their unique objectives, risk appetite and long-term vision.
Our role is to design tailored investment frameworks that balance stability with opportunity. We emphasise independence, transparency and a long-term perspective in our work with clients. By defining asset classes, regions and sectors before selecting individual securities, we build globally diversified portfolios that adapt to changing conditions. This disciplined approach is based on systematic processes that allow clients to remain in control, drawing on our research-driven methods and international experience.
Every client begins with a personalised investment strategy rooted in asset allocation, not product sales. We define exposures across asset classes, regions and sectors, with the aim of structuring portfolios that take both risk management and opportunity into account. This disciplined framework is designed with a long-term perspective and considers each client’s circumstances.
We believe in building portfolios that are both resilient and capital-efficient. These are constructed with high-quality holdings and structured with a long-term perspective. Around this foundation, we add selective “satellite” exposures, such as thematic opportunities, that complement stability with innovation. This balance is intended to guide capital allocation with purpose, while allowing flexibility to adjust as client circumstances evolve.
Managing risk is as important as identifying areas for potential growth. Our hedging framework actively addresses market, currency and interest-rate risks. We use tools such as stop-losses, options and structured overlays to help safeguard client portfolios while preserving upside potential. This measured approach reflects our commitment to disciplined risk management and long-term resilience.
Risk cannot be eliminated, but it can be identified, assessed and addressed within a structured framework. Our independent approach is designed to support transparency and client control across custodians and platforms. By coordinating implementation, monitoring exposures and adjusting positions systematically, we create a framework that emphasises consistency over speculation. Clients benefit from a clear understanding of how risks are addressed throughout the investment process.
Our investment specialists bring extensive experience, insight and discipline. With strategies built around client objectives, we aim to deliver portfolio management that is transparent and tailored to individual circumstances.
Maximilian Böhme
Rovena Katharina Demharter
Géraldine Larsson-Suter
Carlos Menés Beoni
At Alpen, we provide investment philosophy services in Switzerland designed to meet your specific financial needs. As a Swiss-based firm in investment 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.
We believe thoughtful investing requires attention to both global context and local dynamics.
These questions are frequently asked in relation to investment philosophy.
Investing successfully requires more than market awareness. It requires a disciplined philosophy applied consistently over time. At Alpen, we integrate research, independence and systematic processes to help clients build resilient, globally diversified portfolios. Our philosophy focuses on asset allocation, customisation, and careful consideration of risk within a structured framework. By coordinating across custodians and platforms, we provide clarity and transparency at every stage. Whether clients aim to preserve wealth, enhance efficiency or pursue selective opportunities, our framework is designed to reflect these priorities and to adapt with evolving circumstances, with a focus on long-term considerations.
At Alpen, investing begins with independence. Our role is not to sell products but to serve as asset allocators. We define asset classes, regions, sectors and currencies before selecting individual securities, with the aim of constructing portfolios that balance diversification and exposure. This top-down perspective prevents overreliance on narrow exposures and allows us to remain flexible across global markets.
Independence also supports a high level of transparency for clients. We coordinate across custodians and platforms without being tied to a single institution, giving families greater control over how their assets are deployed. This model allows for broader choice, improved clarity and stronger alignment with personal goals. For ultra-high-net-worth individuals and families, this independence is designed to support investment decisions guided by strategy rather than institutional preferences.
Our investment philosophy combines external research, macroeconomic analysis and technical signals. By integrating these sources systematically, we build portfolios that are purposeful rather than reactive. This rule-based process emphasises consistency and discipline over speculation. While markets are inherently unpredictable, a structured approach provides a framework for addressing uncertainty in a more organised way.
We believe thoughtful investing requires attention to both global context and local dynamics. Macroeconomic trends influence capital flows and valuations, while sector-specific research reveals emerging opportunities. Technical analysis adds another layer, helping to define entry and exit points without relying on guesswork. This blend of perspectives is a defining feature of our process. Rather than chasing short-term trends, we construct portfolios that can adapt as conditions evolve. For clients, the outcome is not a promise of performance but the knowledge that their wealth is managed within a systematic framework.
A hallmark of our philosophy is the core-satellite approach. At the centre of each portfolio are high-quality, liquid holdings selected for efficiency, stability and resilience. Around this foundation, we integrate satellite exposures – carefully chosen themes, sectors or opportunities that enhance diversification and complement the core.
This balance allows clients to participate in innovation while maintaining a reliable anchor. For example, a client may hold a core allocation in established global equities and fixed income, while adding satellites in areas such as renewable energy, healthcare innovation or specific regional growth stories. These satellite positions are evaluated through the same disciplined lens as core holdings, with the aim of maintaining consistency within the overall framework. The goal is not speculation but diversification – supporting portfolios that reflect both long-term vision and selective opportunity.
No two clients are alike, and no two portfolios should be either. Each framework we design is tailored to specific risk appetites, liquidity needs, tax considerations and time horizons. By beginning with asset allocation and carefully layering exposures, we aim to structure portfolios in consideration of personal circumstances. Implementation is coordinated across banks and platforms, providing both efficiency and oversight.
Alongside customisation comes active risk management. We monitor exposures, apply hedging tools where appropriate, and may use stop-losses and profit-taking as part of the risk management process. This ongoing discipline means portfolios are never static. They evolve as markets, economies and personal priorities shift. Risk cannot be eliminated, but it is addressed within a structured process. For clients, this creates confidence that their portfolios are guided by process, not prediction, and that decision-making remains focused on long-term resilience.
At Alpen, wealth management goes beyond financial returns. It is grounded in trust, long-term relationships and a structured approach. You stay in control where it matters most, while drawing on professional expertise where this adds value. This balance is designed to help structure portfolios in line with your objectives, family considerations and long-term plans.
Pierre Gabris
Your contact for Investment Philosophy
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