Sarah Ackermann
Private Clients Services
Alternative investments offer exposure beyond listed securities, including private equity, venture capital, private credit, hedge funds and tangible assets. At Alpen, we integrate these strategies into long-term portfolios with the aim of complementing traditional holdings. Our focus is on quality, suitability, and diversification rather than short-term trends, structuring access to tools that can play a role within broader wealth planning.
At Alpen, we make alternative investments available through trusted institutional networks, using channels that differ from traditional approaches. Our role is to evaluate, select and integrate these strategies with discipline and transparency. Each allocation is customized to reflect liquidity, tax and risk considerations. Alternatives are never treated as standalones, but as part of coherent long-term portfolios, supporting resilience and diversification. By blending private markets, hedge funds and real assets, we help clients build wealth strategies that endure across generations.
Precious metals remain a cornerstone of alternative allocations, valued for their role in wealth preservation and diversification. At Alpen, we incorporate gold and silver as hedges against inflation, currency risk and systemic volatility. Allocations are structured with consideration for each client’s circumstances, with the aim of complementing broader portfolios rather than serving as speculative positions. Metals are viewed for both their symbolic and practical roles, balancing liquidity features with a long-term perspective.
Commodities offer exposure to essential resources, from energy and agriculture to industrial metals. We use commodities selectively as part of portfolio construction, with attention to diversification, liquidity, and risk tolerance. At Alpen, commodity allocations are structured within overall portfolios, taking these factors into account. By accessing institutional-quality products, clients can gain exposure with an emphasis on execution and transparency while seeking to avoid overconcentration. Commodities are considered a complement to traditional assets within a broader framework.
Digital assets represent a new and evolving component of alternative strategies. At Alpen, we approach cryptocurrencies with caution and discipline, viewing them as potential diversifiers rather than speculative bets. Allocations are adapted, transparent and risk-aware, structured only where suitable for the client’s profile. Our focus is on secure custody, institutional-quality access and alignment with long-term objectives. Cryptocurrencies are integrated selectively, always as complements within diversified portfolios.
Our investment specialists bring to the table a lot of experience, insight and discipline. With strategies structured around client objectives, we aim to deliver portfolio management that is transparent and tailored to individual circumstances.
Sarah Ackermann
Loris Schenkel
Arthur Vaillant
Reto Mettenleiter
At Alpen, we offer alternative investment services in Switzerland, structured with consideration for individual financial circumstances. As a leading firm in Swiss investment strategy services, we offer:
Navigate the complexities of managing and potentially growing your wealth with our professional advisors, experienced in Swiss and international financial markets.
Potentially benefit from our familiarity with the Swiss financial market and its regulatory environment.
Receive personalized wealth management plans that take into account your financial goals and risk profile.
Access a full suite of services including investment planning, tax optimization and estate planning.
We strive to provide high-quality services aligned with our clients’ objectives.
Alternatives are most powerful when integrated with listed securities in a balanced framework.
These questions are frequently asked in relation to our alternative investment services.
Alternative investments can expand portfolios thoughtfully when sourced and integrated with discipline. At Alpen, we emphasize selectivity, institutional-quality access and careful alignment with client objectives. Alternatives are not added for trend or exclusivity; they are considered for their role in diversification and within the context of long-term portfolio construction. By blending private equity, venture capital, private credit, hedge funds and tangible assets with listed securities, we structure strategies with attention to liquidity, adaptability, and a long-term perspective. Our goal is clarity and transparency, with alternatives considered in ways intended to complement broader portfolios rather than add unnecessary complexity.
For ultra-high-net-worth clients, alternatives are not luxuries or passing trends. They are strategic components that broaden the scope of portfolios beyond listed securities. Private equity, venture capital, private credit, hedge funds and tangible assets such as infrastructure or commodities are considered as ways to gain exposure to sectors that may not follow the same dynamics as public markets. They are assessed in relation to diversification and their role within broader portfolios, rather than as speculative positions.
When integrated carefully, alternatives are intended to introduce different risk and return characteristics that can complement traditional holdings. They are never used as replacements for traditional holdings, but as complements. This disciplined use is intended to support liquidity and transparency while incorporating strategies with different drivers of risk and return. Portfolios are structured with the aim of combining established approaches with selective innovation, allowing them to adapt over time.
Access by itself is not enough. At Alpen, we emphasize quality, selectivity and timing, sourcing opportunities through institutional networks and trusted managers. Our process includes rigorous due diligence covering strategy, governance, track record and alignment. Only a fraction of reviewed opportunities meet our standards. This approach is intended to reduce unnecessary complexity while focusing on strategies designed to be practical and relevant.
Selectivity is essential in private markets. Private equity and venture capital may offer compelling opportunities but only when managers demonstrate discipline, experience and alignment with investors. We assess how strategies fit within each client’s circumstances, with the aim of making allocations considered and consistent.
Hedge funds and private credit receive the same level of scrutiny, with attention to risk factors, transparency, and suitability. By maintaining discipline, portfolios are structured to reflect a long-term perspective rather than short-term market trends.
Our sourcing process also extends to real assets such as real estate, commodities and infrastructure. These opportunities are reviewed with the same rigor, with attention to their role in income diversification, inflation sensitivity, and portfolio construction. By approaching all alternatives consistently, we aim to provide access to institutional-quality opportunities across a broad spectrum.
Alternatives are most powerful when integrated with listed securities in a balanced framework. Equities and bonds provide liquidity and daily transparency, while alternatives add depth and diversification. Together, they are combined within portfolios that are structured with consideration for market developments and client circumstances.
Integration requires careful liquidity management. Private market commitments often span years, so pacing and cash flow planning are essential. We design allocations so clients maintain flexibility, meeting obligations without straining liquid reserves. Currency exposures, tax considerations and jurisdictional structures are also evaluated, ensuring alternatives fit within each client’s global footprint.
Our integration process includes scenario analysis, assessing how alternatives perform under different conditions. This forward-looking perspective supports the design of allocations intended to be resilient and responsive. The aim is not simply to add alternatives, but to integrate them into portfolios in ways that may strengthen overall structure while maintaining transparency.
Alternatives carry unique risks such as illiquidity, valuation challenges and complexity. We address these by sizing allocations responsibly, monitoring positions and maintaining ongoing dialogue with managers. Transparency is critical: clients must always understand how alternatives fit into their strategies and what role they play in the broader portfolio.
Equally important is alignment. Alternatives are often held for long periods, making them best suited for families with multi-generational goals. By focusing on resilience, diversification, and consistency, Alpen structures these strategies with the aim of complementing broader portfolios. Alternatives are not marketed as high-return guarantees but as disciplined tools that support stability, innovation and wealth preservation across time.
Long-term alignment also means staying flexible. Client goals evolve, as do market conditions, so allocations must be reassessed regularly. We maintain dialogue with families and adjust exposures where appropriate. Our aim is for portfolios to take long-term objectives into account in a consistent manner. Alternatives, when selected and managed with care, can form part of broader wealth strategies, with a focus on structure and long-term perspective.
At Alpen, wealth management goes beyond financial returns. It is grounded in trust, long-term relationships, and a structured approach. You remain in control where it matters most, while drawing on professional expertise where this may add value. In this way, portfolios can be structured to take into account your vision, your family’s priorities, and the legacy you wish to build.
Pierre Gabris
Your contact for Alternative investments
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