Bertrand Molliere
Portfolio Management
At Alpen Partners, our managed accounts prioritise your needs. With full transparency and true independence, we work with clients to design investment strategies aligned with their individual goals, risk appetite and tax circumstances. Our open-architecture approach is intended to support objective execution and access to a broad range of global opportunities. The focus is on providing flexibility to help families manage and grow wealth across generations.
Your wealth deserves a tailored plan rather than a standard portfolio. Alpen offers bespoke discretionary and advisory accounts, guided by a disciplined and transparent investment process. We listen carefully, plan thoughtfully and execute independently. Your long-term vision guides every decision. From understanding your risk tolerance to providing ongoing oversight, our approach is designed to help preserve and grow what you have built. We focus on your goals, while operating with independence, flexibility and transparency.
When you open a discretionary account with Alpen, you delegate day-to-day portfolio management to a dedicated team that manages portfolios in line with client objectives. We manage your investments proactively in accordance with your risk tolerance, liquidity needs and tax circumstances. You remain fully informed with clear reporting and regular updates, while we take care of the daily management. This gives you more time to focus on what matters most in your life.
Advisory accounts are for clients who want control alongside professional guidance. You make the final decisions, while we provide clear advice, research and tailored ideas. Together, we shape a plan aligned with your goals and adaptable to life’s changes. Clients can draw on our disciplined insight while retaining ownership of their portfolio choices. This approach combines expert support with direct involvement.
With Alpen, independence means access to the best opportunities without product bias. We have no ties to banks or in-house funds. Our sole focus is on your goals. Our open-architecture approach allows us to search globally for opportunities when building diversified and cost-effective portfolios tailored to client needs. Transparent pricing and objective research provide clarity on where assets are allocated and why. Independence supports flexibility and is designed to promote long-term confidence.
A static portfolio cannot serve a dynamic life. Our responsive management adapts your investments as markets shift, tax rules evolve and your personal priorities change. We check in regularly, rebalance when needed and adjust your strategy proactively to keep you on track. Our approach includes thoughtful oversight, timely updates and a clear plan designed to align with client goals today and in the future.
Our investment specialists bring experience, insight and discipline to every managed account. With strategies shaped around your goals, we provide transparent, personalised portfolio management you can trust.
Bertrand Molliere
Daniel Steiner
Arthur Vaillant
Loris Schenkel
At Alpen, we provide investment managed account services in Switzerland, structured to reflect individual financial circumstances. As a Swiss-based firm in investment management, 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 are noticing that a growing number of internationally focused clients are reconsidering their residency and asset allocation.
These questions are frequently asked in relation to managed accounts.
Choosing a discretionary or advisory account with Alpen means working with a team that focuses on structuring portfolios in line with client objectives. We do not believe in bank sales targets or packaged products. We combine proven research, open-architecture access and independence to deliver portfolios shaped solely by what works for you. With clear reporting, regular reviews and ongoing guidance, clients remain informed about their portfolios. Our flexible approach allows for different levels of involvement, with professional oversight applied where it may add value. Connet with us to learn more about our independent approach to wealth management.
Your wealth story is as unique as our approach. At Alpen, we believe your portfolio deserves far more than a generic template. Whether you choose a discretionary mandate or an advisory relationship, our starting point is always the client’s circumstances: your goals, your family, your priorities, your future.
Before we recommend a single investment, we take the time to understand what drives you and what you value most. We examine your financial picture: your risk appetite, income needs, tax situation, business interests, family dynamics and long-term plans. This careful listening and planning form the foundation for building wealth with purpose.
Our independence sets us apart. Because we have no ties to banks or in-house products, our open-architecture approach gives access to a broad range of solutions. Investments are selected for how they align with portfolio objectives, not for product placement.
Every decision we make on your behalf is guided by disciplined research. Markets shift daily, but our steady, thoughtful approach keeps your plan on track. We focus on long-term value, not short-term headlines, so you can feel confident your investments stay aligned with your goals.
Transparency is non-negotiable. You deserve to know exactly how your wealth is working for you. Alpen provides clear reporting on holdings, portfolio developments and any adjustments made. Your dedicated adviser is always available to answer questions and guide you through market changes and life events.
Flexibility is at the core of everything we do. Your portfolio must evolve as your life changes. Family needs shift, businesses grow or transition, tax laws change and new opportunities arise. We proactively monitor your discretionary mandate or advisory plan, rebalancing and revisiting your strategy as needed. Regular check-ins ensure your investments keep pace with you.
Discretionary accounts are for clients who prefer to delegate daily portfolio decisions while staying fully informed. You set the parameters, such as risk tolerance, liquidity and long-term goals. We handle the rest, making adjustments as conditions change, with the aim of keeping portfolios consistent with long-term plans. This approach is designed to reduce complexity so clients can focus on their broader priorities.
Advisory accounts allow you to stay hands-on while benefitting from our insight. We work alongside you, providing research, ideas and recommendations, while you approve each decision. This approach suits clients who want to stay connected to investment choices while drawing on our discipline and experience.
What unites both is our commitment to transparency, independence and alignment with your goals. We never promise shortcuts or chase trends. Instead, we structure portfolios with a balance of objectives, taking into account growth potential and risk considerations across changing market conditions.
At Alpen, we know wealth management is about more than returns. It is grounded in trust, long-term relationships and a structured approach. You stay in control where you wish, while delegating to experts when this adds value. This balance gives you the confidence that your portfolio reflects your vision, your family’s future and your legacy.
Pierre Gabris
Your contact for Managed Accounts
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