Hedge Your Portfolio
Investments Protect yourself from risks and balance your returns. No matter how confident an investor is in their investment, or how strong a market is,
Investment Strategy
Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.
Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we then create a portfolio that will achieve the best performance at a given volatility.
We select the best investment vehicles among the world’s leading banks and financial institutions, offering a true open architecture platform to our clients. Unlike many banks and asset managers, we do not invest in any in-house products but rather focus on selecting the best mutual funds, exchange traded funds (ETFs), structured products and hedge funds available in the market.
We use the resources of our research team to monitor and select the universe of long-only and hedge funds. Combined with a unique in-house portfolio management and risk analysis tool, we are able to provide superior risk-adjusted returns to our clients.
Investments Protect yourself from risks and balance your returns. No matter how confident an investor is in their investment, or how strong a market is,
Relocation/Expatriation Together with respected law firms in various regions of the world, Alpen Partners is advising its clients on expatriation issues. In a world of
SEC-Registered Investment Advisor Know that your wealth is in good hands. Your wealth is important. If you are serious about your life goals, financial planning
