Investment solutions with global reach and Swiss precision

For families navigating multi-jurisdictional wealth, investments, and legacy planning, Alpen Partners International delivers sophisticated, personalized strategies tailored to your goals. From private markets to global diversification, our independent, SEC-registered advisory gives you the clarity, control and confidence to invest wisely. Discover what sets our investment solutions apart.

Offer

What we offer

At Alpen Partners International, we offer sophisticated, fully personalized investment solutions designed for high net worth individuals and families. Our services combine independent advice, global access and Swiss-based financial expertise. From traditional asset classes to exclusive private market opportunities, every strategy is tailored to your objectives, risk profile, and long-term vision.

Alternative Investments

Diversify your portfolio and unlock new opportunities with Alpen Partners’ alternative investment solutions. From private equity to real assets, we provide access to exclusive strategies that enhance returns and reduce correlation with traditional markets.

Discretionary Accounts

Benefit from active portfolio management tailored to your financial goals. Our discretionary accounts offer hands-off investing with full transparency, giving you the confidence that your assets are managed with expertise and discipline.

Advisory Accounts

Stay in control of your investments while relying on our strategic insight. With advisory accounts, you make the decisions — supported by our in-depth research, global perspective and personalized recommendations.

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 Philosophy

Our investment strategies are custom-built, globally diversified and rooted in rigorous analysis to help you grow and protect your wealth across the various market cycles.

Listed Investments

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Private Investments

Gain access to exclusive private market opportunities, including real estate, private debt, private equity and venture capital — all carefully selected to enhance portfolio diversification and returns.
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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 investment strategies are custom-built, globally diversified and rooted in rigorous analysis to help you grow and protect your wealth across the various market cycles.

We design fixed income portfolios focused on capital preservation and income generation – leveraging global bond markets opportunities which are tailored to your specific financial needs.

Gain access to exclusive private market opportunities, including real estate, private debt, private equity and venture capital —– all carefully selected to enhance portfolio diversification and returns.

Diversify your portfolio and unlock new opportunities with Alpen Partners’ alternative investment solutions. From private equity to real assets, we provide access to exclusive strategies that enhance returns and reduce correlation with traditional markets.

Benefit from active portfolio management tailored to your financial goals. Our discretionary accounts offer hands-off investing with full transparency, giving you the confidence that your assets are managed with expertise and discipline.

Stay in control of your investments while relying on our strategic insight. With advisory accounts, you make the decisions — supported by our in-depth research, global perspective and personalized recommendations.
Investing

Why you should take advantage of our investment services

Managing wealth requires more than just the accumulation of assets. It demands careful, strategic stewardship. For Alpen Partners International, taking care of our clients’ investments means protecting your legacy, seizing global opportunities and ensuring long-term financial security. Markets shift, regulations evolve and personal goals change. Your investment strategy should evolve with them. By actively managing your portfolio with expert guidance, you safeguard not only your capital, but also your future freedom and peace of mind. At Alpen Partners International, we’re here to help you invest wisely, purposefully and with confidence.

FAQ

Frequently Asked Questions – Investment Services

These are common questions we receive about Alpen Partners International' Investment services.

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.

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.

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.

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.

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.

How we work

More information on our investment services

When it comes to managing significant wealth, a one-size-fits-all approach simply isn’t enough. Alpen Partners International offers a refined, personalized investment experience designed for individuals and families who demand more – more insight, more access and more strategic thinking. With a global perspective and Swiss precision, we help you navigate today’s complex financial landscape with clarity and purpose. Whether you're seeking smart diversification, cross-border expertise or alternative investment access, our services are built around your unique vision. Keep reading to explore how our independent investment solutions can help you preserve, grow and optimize your wealth across generations.

Bespoke investment solutions with Alpen Partners International

Alpen Partners International AG is a Swiss-based, SEC-registered investment advisor providing comprehensive, tailor-made wealth and investment management solutions to high net worth individuals, families and entrepreneurs around the globe. As a fully independent firm, Alpen Partners International is uniquely positioned to offer objective, conflict-free advice, rooted in the time-honored traditions of Swiss discretion, security and financial sophistication.

A holistic approach to wealth and investment management

At Alpen Partners International, investment advisory is far more than portfolio management – it is a holistic service designed to align your financial resources with your long-term aspirations. Our bespoke investment solutions are guided by a client-centric philosophy, ensuring every strategy is tailored to your goals, values and risk appetite.

Our process begins with an in-depth analysis of your financial situation, life circumstances and investment objectives. Whether you seek capital preservation, long-term growth, income generation, or all of the above, Alpen Partners International crafts a comprehensive investment plan uniquely suited to your profile.

Access to global investment opportunities

Thanks to our independence and robust global network, Alpen Partners International offers unrestricted access to a wide array of traditional and alternative investment vehicles. These include:

  • Equities and fixed income: Alpen Partners International designs diversified portfolios that combine global equities and fixed income instruments with a focus on quality, stability, and long-term 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 International can help you secure and grow your wealth with confidence and clarity.

Pierre Gabris
Pierre Gabris
Your contact for investments

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