Logo Alpen Partners International

Advisory Accounts

Home > Investing > Managed Accounts > Advisory Accounts
Wealth Management

Make investment decisions yourself

Advisory accounts are accounts on which Alpen Partners International can place orders that were instructed by the clients. Clients with advisory accounts make the final investment decisions themselves.

Alpen Partners has a limited power of attorney on the account, with the authority to place orders in the system but not wire cash or securities out of the account.

Alpen Partners’ role on advisory accounts is:

  • To give our clients investment advice on a regular basis
  • To support our clients in the pre-selection of possible investments
  • To share views with our clients on current market developments

Clients who have advisory accounts with Alpen Partners International are typically finance professionals with significant market experience who are interested in benefiting from Alpen Partners International’s extensive knowledge of the market and network but wish to keep full control on the investment decision.

Blog

Related articles

Why You Should Be Investing Offshore

Diversify your Portfolio, earn Residency, and more! Benefits of Investing Offshore You may be unhappy with your current portfolio, and it may be time to explore new options. Looking into offshore opti...

For specific service information please send us a message.

Not US resident? Click here

Website: Agenza GmbH

Not US resident?

Please visit our dedicated website for non US residents.