Logo Alpen Partners AG

Advisory Accounts

Start / Investing / Managed Accounts / Advisory Accounts
Wealth Management

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' 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 ’ extensive knowledge of the market and network but wish to keep full control on the investment decision.

Blog

Related articles

Global Investor Visas

A look into investment visas around the world. Are you ready to start a journey abroad? There are many reasons someone may want to leave their home country. Advantages like lower taxes, lower cost of ...

Physical Gold

Gold – one of the oldest safe-haven assets Since gold has begun to be used as a currency in 560 BC, it has maintained its value. The same cannot be said about paper currencies. Gold has become a trust...

For specific service information please send us a message.

US resident? Click here

Website: Agenza GmbH

US resident?

Please visit our dedicated website for US residents.