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

Set Up an Offshore LLC

What you need to know about keeping money with an offshore business. Many are feeling confined because of local tax structures. Others have wealth but no form of asset protection. By creating an offsh...

Modern Portfolio Theory

Protect yourself from risk. Any seasoned investor, or even someone new to the scene, understands that there is an amount of risk that goes into an investment. Market volatility can be caused by a vari...

Investing in Foreign Real Estate: Spain

Easily invest in offshore property with simple steps to residency.  If you are thinking of expanding your portfolio, it may be time to think outside of your own jurisdiction. By looking into global ma...

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.

Website: Agenza GmbH

US resident?
Please visit our dedicated website for US residents.