Daniel Steiner
Private Clients Services, Portfolio Management
At Alpen, our managed accounts prioritize your needs. With full transparency and true independence, we create investment strategies that match your unique goals, risk appetite and tax situation. Our open-architecture approach ensures unbiased execution and access to the best global opportunities. Today and for generations to come, you get the freedom and flexibility to grow your wealth confidently.
Your wealth deserves a customized plan instead of just a standard portfolio. Alpen delivers truly bespoke discretionary and advisory accounts shaped by a disciplined and clear investment process. We listen deeply, plan carefully and execute independently. Your long-term vision guides every decision. From understanding your risk tolerance to continuous oversight, our approach protects and grows what you’ve built. We focus on your goals, while operating with independence, flexibility and transparency.
When you open a discretionary account with Alpen, you entrust daily portfolio management to a dedicated team of experts who act solely in your best interest. We manage your investments proactively in accordance with your risk tolerance, liquidity needs and tax situation. You stay fully informed with clear reporting and regular updates, but we handle the daily work. This gives you more time to spend on what matters most in your life.
Advisory accounts are for clients who want control plus professional guidance. You make the final decisions, while we provide clear advice, research and tailored ideas. Together, we shape a plan that fits your goals and adjusts as your life changes. You benefit from our disciplined insight without giving up ownership of your portfolio choices. This gives you the best of both worlds when you want expert support while staying directly involved.
With Alpen, independence means you get the best opportunities without product bias. We have no ties to banks or in-house funds. Our primary focus is on your goals. Our open-architecture access means we search globally to build a diversified, cost-effective portfolio tailored to your needs. Transparent pricing and objective research ensure you know exactly where your money is going and why. Independence gives you true freedom and peace of mind.
A static portfolio doesn’t 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. Expect thoughtful oversight, timely updates and a clear plan that reflects your goals today and tomorrow.
Our investment specialists bring experience, insight and discipline to every managed account. With strategies built around your goals, we ensure transparent, personalized portfolio management you can trust.
Daniel Steiner
Anastasija Savic
Carmen Schaffner
Pierre Gabris
Fabian Baumgartner
Loris Schenkel
Maximilian Böhme
Gisela Helbling
Sarah Ackermann
Dennis Elgegren
Carlos Menés Beoni
Anto Grubesa
Arthur Vaillant
Rovena Katharina Demharter
Inès Coléno
Reto Mettenleiter
David Mousson
Franz Lukas
Bertrand Molliere
Géraldine Larsson-Suter
At Alpen, we provide premier investment managed account services in Switzerland designed to meet your unique financial needs. As a leading form in Swiss investment managed account services, we offer:
Navigate the complexities of managing and growing your wealth with our top-tier advisors and industry experts.
Benefit from our in-depth understanding of the Swiss financial market for precise and effective asset management.
Receive personalized wealth management plans tailored to your specific financial goals and risk profile.
Access a full suite of services including investment planning, tax optimization and estate planning.
Trust our firm’s reputation for delivering consistent, high-quality results and exceptional client satisfaction.
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 partnering with a team solely dedicated to your goals. We don’t believe in bank sales targets or packaged products. We combine proven research, open-architecture access and independence to deliver portfolios shaped only by what works for you. With clear reports, trusted guidance and regular reviews, you always know where you stand. Our flexible, tailored approach means you stay as involved as you want, with the confidence of knowing your wealth is in expert hands. Connect with us today, and discover how thoughtful, independent management can bring you peace of mind.
Your wealth story is as unique as our approach. At Alpen, we believe your portfolio deserves far more than just a generic template. Whether you choose a discretionary mandate or an advisory relationship, our starting point is always you: 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 are the true foundation for building wealth with purpose.
Our independence sets us apart. Because we have no ties to banks or in-house products, we’re free to choose only what works in your best interest. This open-architecture model gives you access to diverse global opportunities that are exclusively selected for how they fit your needs, not a hidden sales goal.
Every decision we make on your behalf is driven 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 will stay aligned with your goals.
Transparency is non-negotiable. You deserve to know exactly how your wealth works for you. Alpen provides you with clear reporting that shows your holdings, performance and any changes we make. Your dedicated advisor is always ready to answer your questions and guide you through market changes and life events.
Flexibility is the hallmark of everything we do. Your portfolio must evolve along with your life changes. Family needs shift, businesses grow or change, tax laws adjust and new opportunities arise. We proactively monitor your discretionary mandate or advisory plan, rebalancing and revisiting your strategy when needed. Regular check-ins mean your investments keep up with you.
Discretionary accounts are for clients who prefer to delegate day-to-day portfolio decisions while staying fully informed. You set the guardrails, such as risk tolerance, liquidity and long-term goals. We handle the rest, adjusting proactively to protect and grow your wealth as conditions change. This gives you freedom to focus on what matters most.
Advisory accounts let you stay hands-on with support from our expert insight. We work side by side with you, providing research, ideas and recommendations, while you approve every move. This approach is ideal if you want to stay connected to market choices, but benefit from our discipline and experience.
What connects both is our commitment to transparency, independence and true alignment with your goals. We never promise shortcuts or chase quick trends. Instead, we build resilient portfolios that balance growth and protection, so your wealth can weather cycles, surprises, and opportunities.
At Alpen Partners International, we know wealth management is about more than returns. It’s about trust, relationships, and giving you peace of mind. You stay in control where you want, while delegating to experts when it adds real 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
GDPR Privacy Policy: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Website: Agenza GmbH
