Find clear answers to the most common questions about our services, approach and client experience. If you need more details, our team is always happy to assist you directly.
Alpen Partners International was founded in 2020; its sister company Alpen Partners in 2008
Alpen offers two types of mandates: discretionary and advisory.
Discretionary mandate:
With a discretionary mandate, Alpen manages the portfolio on your behalf, making investment decisions based on the agreed risk profile and investment objectives.
Advisory mandate:
An advisory mandate provides expert guidance and recommendations, while you make the final decisions.
Assets are held in segregated accounts at top-tier banks. They are managed by Alpen under a limited power of attorney. Sole signatory authority remains with the client, ensuring full control and security.
The clients benefit from all the services provided by the custodian bank, i.e. online access, monthly statement and tax reporting among others.
We manage portfolios seamlessly across multiple currencies. You can hold multiple cash accounts at the custodian, enabling direct transactions in the respective currency. This avoids unnecessary FX conversions, eliminates the need to time FX trades, and provides access to institutional-level FX conditions. While multiple currencies can be held within your portfolio, you select a reporting currency for performance measurement.
Tax compliance is a key priority at Alpen. By working with leading Swiss and international banks, as well as trusted tax advisors, Alpen ensures that all client holdings and transactions meet applicable regulatory requirements.
For U.S. clients, our partner banks provide a tax report equivalent to the 1099, reflecting both U.S. and non-U.S. income and capital gains for straightforward and compliant reporting.
Yes, each client is assigned a dedicated senior relationship manager (RM), supported by an investment manager and a team of assistants. Communication is tailored to meet your preferences, with regular updates and proactive outreach to keep you fully informed. Alpen prioritizes clear, direct communication and is always available to address any questions or concerns at your convenience.
Quarterly reports generally include detailed performance analysis, benchmark comparison, market updates, and fee details.
No, the costs are likely to be lower. We have negotiated competitive pricing with the banks, which helps reduce overall expenses. Alpen always acts in your best interests.
Alpen emphasizes full transparency. All bank fees and charges are fully disclosed in the fee pricing.
Investment strategies are customized to align with each client’s individual objectives, risk profile, and restrictions, providing a personalized approach to portfolio management at Alpen.
At Alpen, our approach focuses on capital efficiency for the core of your portfolio. Opportunistic trades are used as a satellite strategy to capture market opportunities. We use mostly direct investments and ETFs in our Portfolios.
Investment performance is tracked against established benchmarks, with regular and detailed performance reports provided. These reports offer insight into returns and risk while ensuring effective monitoring and accountability.
Alpen employs a rigorous investment process based on comprehensive research, risk management, and alignment with client objectives. Investment decisions are made with careful market analysis and disciplined risk controls.
At Alpen, client assets are safeguarded through a disciplined risk management approach. This includes careful due diligence, diversification across asset classes and custodians, essentially highly rated Swiss and international banks. Our focus is on preserving capital while ensuring transparency and control.
Alpen works exclusively with leading banks that use top notch cybersecurity tools. In addition, strict internal controls and continuous monitoring help safeguard accounts against unauthorized access.
Yes, holding assets in Switzerland provides strong protection. Swiss law and courts offer robust safeguards, making civil lawsuits unlikely to succeed. Switzerland’s banking secrecy, stability, and impartial legal framework further enhance the security of your assets
Website: Agenza GmbH
Following the establishment of his Swiss banking structure, David required a coordinated framework to manage assets across jurisdictions while maintaining compliance with U.S. reporting obligations.
Alpen integrated his assets into a Swiss wealth management structure tailored for internationally active clients. The focus was on aligning investment strategy, currency exposure, and financial planning within a single cross-border framework.
Switzerland’s stable political environment, strong financial sector, and long-standing expertise in wealth management provided a reliable foundation for administering David’s international assets.
With the Swiss account in place, Alpen integrated it into a broader offshore banking structure designed for diversification and asset protection.
The Swiss banking environment also offered political stability, robust financial regulation, and a historically strong currency base.
As part of his relocation planning, David explored the process of establishing residency in Switzerland. For non-EU citizens such as U.S. nationals, residency typically requires either employment in Switzerland, the establishment of a local company, or a negotiated tax arrangement with cantonal authorities.
Working alongside local legal and tax advisors, Alpen helped David evaluate the available options and coordinate the financial aspects of the move. This included aligning banking structures, documenting international assets, and preparing financial disclosures required during the residency process.
Opening a Swiss bank account as a U.S. client follows a defined onboarding process based on regulatory requirements and internal bank standards. This includes identity verification, source-of-wealth documentation, and alignment with international reporting frameworks. It also involves coordination with the selected institution, including the negotiation of account terms and applicable fee structures.
As part of the onboarding, David was required to provide detailed documentation regarding his financial background and the origin of his assets. Minimum deposit thresholds and internal bank criteria were also considered when selecting the appropriate institution.
Once all documentation was complete and approved, the account opening process typically took approximately 1–2 weeks. Alpen then coordinated the initial asset transfers and ensured a smooth transition from existing banking relationships.
