Managed Accounts

Wealth Management

Delegate investment decisions

Managed accounts are accounts on which Alpen Partners has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions to Alpen Partners .

Alpen Partners has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.

After a thorough analysis of our clients’ financial situation that will include an assessment of the risk profile and personal circumstances, Alpen Partners will set up an individually structured investment portfolio that will be consistent with our clients’ expected return and risk tolerance.

Our most successful programs:

  • Conservative (max. 60% of equity)
  • Balanced (max. 70% of equity)
  • Capital Appreciation (max. 80% of equity)

Clients who have managed accounts with Alpen Partners are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.

Blog

Related articles

November 18, 2022

Citizenship by Investment

Offshore investment with an added perk. Are you looking for your retirement destination? Maybe you just want a passport that allows more visa-free travel. You could also be looking for offshore inv...

November 18, 2022

How to Get a Swiss Passport

Many of our high-earning clients approach us to let us know they feel limited by their current investment opportunities, the banking systems offered by their home country, or simply need to make a ...

November 18, 2022

Meet Our Partner: Sygnum

Solutions to your digital asset needs. The way we purchase assets like stock and real estate are changing drastically. The days of owning physical paper assets may soon be gone as fintech developer...

For specific service information please send us a message.

GDPR Privacy Policy: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

US Resident?