Wealth Management

Advisory
Accounts

Make investment decisions yourself

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

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