Investment solutions with global reach and Swiss precision

Advisory accounts combine client autonomy with Alpen’s strategic insight. Investors benefit from professional research, tailored recommendations and structured guidance while maintaining decision-making authority. This partnership promotes disciplined decision-making, consistent portfolio alignment and confidence through transparent collaboration that evolves alongside changing markets and life goals, maintaining focus on long-term financial sustainability and success.

Transparency defines Alpen’s approach. Every recommendation is fully explained, including objectives, potential risks and expected outcomes. Clients receive comprehensive documentation outlining portfolio performance and rationale behind changes. This clarity fosters trust, understanding and accountability, ensuring that advisory guidance always reflects client priorities and long-term investment strategy rather than market trends alone.

Alpen provides strategic recommendations on portfolio structure, diversification and asset allocation. Advice spans global equities, bonds and alternative investments depending on market conditions and objectives. Each recommendation is supported by disciplined research, ensuring that clients make decisions rooted in evidence and aligned with their goals rather than short-term speculation or emotional response.

Advisory clients can expect regular engagement through scheduled meetings, detailed performance reviews and timely market commentary. Alpen’s advisors maintain open communication to discuss opportunities or adjustments as needed. This structure ensures that investors remain informed, proactive and aligned with evolving markets while maintaining confidence in each decision and overarching financial plan.

Alpen works collaboratively, providing continuous advice and data-driven insights. Advisors review asset allocation, risk exposure and performance to identify improvements. Regular discussions ensure each recommendation reflects client goals and long-term strategy. This partnership empowers investors to act confidently while benefiting from Alpen’s global expertise, disciplined analysis and independent wealth management philosophy.

An advisory account allows clients to make informed investment decisions with the guidance of Alpen’s knowledgeable advisors. Advisors provide research-based recommendations and performance insights tailored to each client’s objectives and risk profile. Clients retain the authority to approve transactions, giving them the ability to make informed decisions within the context of a broader strategic plan, while benefiting from professional guidance to enhance their financial confidence.

Alpen operates independently, without ties to third-party institutions or commission-based incentives. Every decision is made solely in the client’s best interest. The firm’s structure ensures advisors to focus on strategy, diversification and long-term outcomes. This objectivity strengthens trust and ensures transparent management of your wealth at every stage.

Discretionary management allows clients to delegate investment decisions to Alpen’s portfolio management team. This approach aims to ensure swift, strategic responses to market developments while maintaining discipline through every cycle. Clients benefit from professional insight, reduced emotional decision-making and the reassurance that their portfolios are continuously aligned with their financial goals and long-term investment plan. Clients retain ultimate risk and remain responsible for investment outcomes.

Each discretionary account is broadly diversified across global equities, fixed income and alternative assets. Allocations are selected to reflect your risk tolerance and long-term strategy rather than short-term market trends. Alpen’s team continuously monitors performance, so that every position supports a cohesive and disciplined investment approach grounded in global opportunity and prudent diversification.

Yes. Transparency is a defining feature of Alpen’s management approach. Clients receive detailed performance reports, market commentary and ongoing communication outlining portfolio decisions and rationale. This ensures you stay informed and confident in how your wealth is being managed, without needing to approve or track each individual investment decision.

Alpen begins with an in-depth assessment of your financial situation, objectives and tolerance for risk. Advisors then build a personalized strategy that aligns with your desired balance between growth and preservation. Portfolios are actively reviewed and adjusted as your needs evolve, ensuring that your investments always reflect your long-term vision and financial priorities.

A discretionary account gives Alpen the authority to act within the client’s chosen investment strategy, using goals and risk profile as a framework. From asset allocation to rebalancing, Alpen’s advisors make every decision based on a disciplined, long-term strategy. Clients formally grant discretionary authority through a Continuing Power of Attorney (CPOA), allowing us to implement the strategy on their behalf. This structure ensures professional oversight while enabling clients to step back from day-to-day portfolio management.

Alpen identifies potential opportunities through a broad global network of managers, sponsors and institutional relationships. Each is assessed for track record, alignment and transparency. The sourcing process is not about chasing every deal, but rather about narrowing to strategies that may complement client portfolios. Selectivity and discipline help avoid risks, while aligning investments with long-term objectives.

Due diligence is central to evaluating both an investment and its sponsor. Our team assesses performance history, governance structures, fee arrangements and risk management practices. We also review how an opportunity interacts with broader market dynamics. The objective is to provide clarity, help identify risks and ensure the structure is sound before client capital is committed.

Private real estate investments often involve lower liquidity than public markets. Investors may face multi-year commitments, limited exit points and staged capital calls. Alpen helps set clear expectations upfront, so clients understand the long-term nature of these holdings. This clarity allows investors to align real estate allocations with cash flow needs and broader portfolio plans.

Reporting is typically provided quarterly or annually, covering performance, valuations and underlying assumptions. Alpen reviews these reports, highlighting key information for clients and coordinating with advisors to provide context. Governance is equally important: we emphasize transparency, fee clarity and sponsor accountability. These measures help clients stay informed and confident in their investment oversight.

Real estate can contribute income, diversification and inflation protection when thoughtfully integrated into a portfolio. It tends to behave differently from equities and bonds, which may help balance volatility. At Alpen, we emphasize that real estate is not a stand-alone bet, but a complementary allocation designed to reinforce long-term wealth strategies and objectives.

We recognize that real estate carries tax and estate planning implications. Our process includes coordination with trusted advisors to align investment structures with broader planning goals. This collaboration can help optimize tax treatment, ensure estate considerations are respected and integrate real estate into the client’s total wealth strategy, providing greater overall coherence and efficiency.

Every portfolio is built around individual circumstances: risk appetite, liquidity needs, tax considerations and time horizon. We begin with asset allocation, then define regional, sector and currency exposures before selecting specific securities. This approach is intended to keep portfolios tailored and adaptable, with consideration given to personal objectives. No two clients receive the same solution; customization is at the core of our service.

Independence is central to our philosophy. We do not sell proprietary products or rely on a single custodian. Instead, we source investments across institutions and structures, with the aim of aligning each decision to the client’s overall objectives and circumstances. This model is designed to promote transparency and reduce potential conflicts of interest, while offering clients flexibility and oversight in their wealth management.

Risk management begins with thoughtful portfolio construction and continues through ongoing monitoring. Hedging strategies, stop-loss mechanisms and disciplined rebalancing help protect portfolios against volatility. We coordinate across custodians and platforms with the aim of supporting transparency while maintaining client oversight. Our goal is to apply consistent processes that adapt to changing environments, never relying on speculation or timing.

Core holdings provide stability, liquidity and efficiency, typically composed of high-quality securities. Satellites introduce thematic or opportunistic exposures, such as emerging technologies or regional opportunities. This blend is intended to support a balance between stability and selective exposure to growth themes. Each allocation is tailored with the aim of reflecting individual goals and risk considerations.

Our philosophy centers on independence, research and disciplined execution. We act as asset allocators, prioritizing global diversification and customization. Rather than pushing products, we design portfolios tailored to each client’s objectives, risk profile and liquidity needs. Our process combines macroeconomic analysis, technical signals and external research, all applied systematically to create long-term, resilient frameworks.

Private markets are never treated in isolation. They sit alongside listed equities, bonds and ETFs to create balanced strategies. Private investments are considered for their role in accessing sectors not available in public markets, while listed holdings contribute liquidity and transparency. Combined, they are structured within a disciplined framework that takes a long-term perspective.

Private investments can involve illiquidity, higher complexity and potential volatility in valuations. Our due diligence process focuses on assessing risks by reviewing managers, evaluating strategies carefully, and considering how they fit within client circumstances. While no investment is without risk, disciplined selection and integration within diversified portfolios help manage exposures responsibly and transparently.

Not necessarily. Private markets require longer holding periods, reduced liquidity and a higher tolerance for complexity. We evaluate each client’s objectives, liquidity profile, tax considerations and risk appetite before recommending allocations. For many families, private investments are used selectively to complement liquid portfolios rather than replace them, with the aim of maintaining balance within overall planning.

We collaborate with established institutional managers and trusted partners to identify private market opportunities. This sourcing approach is intended to support quality and transparency, with strategies assessed against institutional standards. We avoid volume-driven access, instead focusing on carefully selected investments that fit each client’s objectives, liquidity needs and long-term planning horizon.

Private investments offer characteristics that differ from public markets, enhancing diversification and potentially improving long-term portfolio resilience. They offer access to sectors and strategies not available in listed securities, including private equity, venture capital and private credit. At Alpen, our focus is on selectivity and due diligence, with opportunities assessed carefully within the context of a broader wealth management framework.

Alternatives are integrated as complements, not standalones. Listed equities and bonds offer liquidity and transparency, while alternatives add depth, uncorrelated exposures and protection against specific risks. Together, they create diversified portfolios designed to endure across generations. Our role is to support integration in a way that is transparent and takes client objectives into account, with a focus on consistency over the long term.

Alternative investments can involve higher complexity, reduced liquidity and valuation uncertainty. We address these risks through rigorous manager selection, careful sizing of allocations and ongoing monitoring. Transparency across platforms is designed to help clients maintain oversight, while our disciplined approach seeks to limit unnecessary exposures. Alternatives are never positioned as risk-free, but as strategic tools that, when chosen well, enhance resilience and diversification.

Not always. Alternatives often involve illiquidity, complexity and longer time horizons. We recommend them only when they align with a client’s objectives, liquidity profile and risk appetite. For many families, alternatives serve as complements to listed securities, not replacements. This approach is intended to support portfolio flexibility while seeking the benefits of diversification. Suitability is evaluated on an individual basis rather than applied uniformly.

We source opportunities through institutional partners, established managers and trusted networks. Each investment is subject to a due diligence process with attention to transparency and suitability. Our focus is not on exclusivity, but on quality, structure, and fit within the overall framework. By applying consistent standards, we offer clients disciplined access to strategies that have been carefully reviewed for credibility and are considered in the context of their broader wealth planning.

Alternatives can provide diversification, potential downside protection and access to sectors not available in public markets. At Alpen, we integrate them selectively, with the aim of complementing traditional holdings. By considering liquidity, risk, and tax factors, we include alternatives as part of portfolio construction without treating them as speculative positions. Their role is framed within the context of each client’s long-term strategy.

Listed securities offer transparency, daily liquidity and institutional execution. These qualities make them reliable tools for long-term planning. Alternatives and private markets contribute unique exposures, but listed investments remain the liquid core that provides flexibility and stability. By combining both approaches, portfolios are structured with the aim of maintaining balance and adaptability, taking into account multi-generational considerations and evolving financial environments.

Risk management begins with thoughtful asset allocation and extends to daily monitoring. We diversify across issuers, sectors, and regions and, when appropriate, may employ hedging tools, stop-losses, or profit-taking as part of the portfolio management process. Transparency across platforms is intended to support client oversight, while Alpen applies systematic processes that take changing market conditions into account. This approach supports portfolio resilience over time.

Not at all. Each allocation is designed around individual circumstances, including risk appetite, liquidity needs, tax considerations and time horizon. Through bonds, equities, ETFs and funds, we create exposures across geographies, sectors and currencies. This approach is intended to keep portfolios customized, adaptable, and reflective of individual circumstances. Listed securities are versatile instruments that enhance, rather than restrict, personal wealth strategies.

Listed assets work alongside private markets and alternatives to form balanced portfolios. They often serve as the liquid component of a portfolio, while other strategies introduce more specialized exposures. By coordinating across custodians and platforms, we aim for listed positions to be integrated thoughtfully within the broader portfolio. This process supports long-term wealth planning, offering clients clarity, flexibility and confidence in a coherent investment strategy.

Listed investments offer liquidity, transparency, and global reach. They are often a core component of portfolios, giving access to equities, bonds, ETFs, and funds that can be structured in consideration of client circumstances. Their importance lies not in being generic, but in how they are selected, structured, and monitored within Alpen’s disciplined framework, with the aim of supporting efficiency, diversification, and long-term considerations.

Your portfolio should change along with your life goals. That’s why flexibility is central to what we do. We revisit your plan regularly, check in with you, and make proactive adjustments if your goals shift. Whether markets change or your family’s needs evolve, we help you adapt so your wealth stays on course.

Absolutely. We believe trust starts with transparency. You’ll always know what you hold, how it’s performing and why. We provide detailed reporting, open communication and direct access to your advisor. Whether you choose discretionary or advisory, you’ll understand every move and see exactly how your money works for you.

We begin with a detailed understanding of your life. Together, we review your risk comfort, investment horizon and tax picture to shape a plan that fits. We watch for tax law changes and adjust proactively to keep things efficient. Your plan evolves along with your needs to ensure it is always working for you.

Advisory accounts give you expert guidance while you maintain control. We help you define goals, review your risk comfort and develop a clear plan. You receive research-backed advice and market insight, but always approve trades yourself. You stay connected, informed and in charge, with us by your side every step of the way.

Our discretionary and advisory accounts are fully independent as we’re not tied to any bank or proprietary fund. Every decision is driven by your needs. Our open-architecture model, clear reporting and transparent costs ensure you benefit from unbiased advice and global investment access without hidden incentives or conflicts.

Client assets are held in fully segregated accounts with premier Swiss and international banks – under your name and control. Alpen Partners International provides the investment expertise, while your custodian ensures asset security. This structure combines the trusted protection of the Swiss banking system with our independent advisory, giving you full transparency, safety, and peace of mind.

Yes, Alpen Partners International is one of the few international companies to offer such a unique range of services. We are SEC-registered and highly experienced in advising US clients, including expats. We provide fully US-compliant investment management, including IRA rollovers, FATCA and FBAR reporting support. Our advisors are well-versed in international tax structures such as minimizing PFIC exposure to ensure US tax efficiency, cross-border regulations and estate planning considerations, helping U.S. investors benefit from global opportunities while remaining aligned with domestic requirements.

With Alpen Partners International, you’re not limited to conventional solutions. We provide access to global equities, bonds, ETFs and mutual funds, as well as exclusive private equity, private credit, real estate and hedge fund opportunities. Our open-architecture model means your portfolio is built from a global selection of top-tier investments that are strategically chosen to optimize diversification and returns.

Our approach begins with understanding your financial goals, life plans and risk appetite. We then design a globally diversified portfolio tailored to your needs – balancing growth, income and capital preservation. Regular reviews and rebalancing ensure your strategy evolves with market changes and personal milestones. This dynamic, data-driven process ensures long-term alignment with your financial goals.

Alpen Partners International operates without any ties to banks, brokers or product issuers. This independence means we’re free to choose the best global investment solutions for you – without bias or commissions. As a fiduciary, we are legally and ethically bound to act in your best interest, providing conflict-free, transparent and fully customized investment advice every step of the way.