You don't need to be an expert to invest like one
Experience the advantages of investing with the experts with our discretionary and advisory mandates. Unique portfolios, access to video consultations with wealth advisors, and much more, all without breaking the bank.
Start investing in just 3 simple steps
)
Decide who manages your portfolio
Start your investment journey by selecting the ideal mandate for you. Choose "Managed by Alpian" to entrust your portfolio to our experts, or "Guided by Alpian" to make your own decisions with our professional guidance.
)
Discover your investor profile
Our questionnaire helps you find out your unique investor profile, reflecting your individual circumstances, goals, preferences, and long-term risk tolerance.
)
Our investment mandates
Our renowned discretionary investment mandate: An auto-pilot solution for those who prefer to delegate their strategy, portfolio management, and execution entirely to our expert team.
Save time and costs of regular discretionary mandates.
Receive a fully personalised strategy tailored just for you.
Benefit from expert insight for tactical portfolio optimisation.
Receive regular updates and reports.
Enjoy agile portfolio rebalancing to stay aligned with market dynamics.
Start investing with just CHF 30,000.
)
Understand what is happening, at all times
Transparent and fair pricing
Pay a straightforward management fee. No hidden costs, we promise.
Real time updates
Monitor your portfolio's performance, level of exposure, and more, all in real time.
Clear communication
Receive regular updates on the economy, your investments, and unlimited access to talk with our wealth advisors.
No product-pushing agenda
Get recommendations based on your best interest. Our team doesn't work on commissions, and we don't sell our own products.
FINMA regulation
We strictly adhere to regulatory standards that prioritise transparency and safeguard your interests.
)
)
You can begin right now
Download Alpian, open your account in under 10 minutes, and enjoy a free 6-month trial.
)
Frequently asked questions
How can I invest with Alpian?
It’s as easy as opening your Alpian account and selecting the Managed by Alpian or Guided by Alpian investment mandate. Our team of experts is happy to learn about you and your lifestyle so they can build you a customised portfolio designed for long-term resilience and performance.
What are the minimum investment requirements for Alpian's wealth management services?
Alpian's wealth management services are available for portfolios starting at CHF 10,000. The day-to-day banking services can be used without a minimum deposit.
How does Alpian's wealth management approach differ from traditional private banking?
Alpian combines digital tools with experienced wealth managers to provide a modern and efficient wealth management experience. We offer customisable investment strategies, transparent pricing, and a focus on client satisfaction, which is a departure from traditional private banking practices.
What does your 0.75% investment management fee include?
The 0.75% fee covers custody, transaction costs, deposits/withdrawals, mandate closure, and advisor consultations, with no hidden charges.
What does your 0.75% investment management fee not include?
The 0.75% investment management does not cover the Swiss stamp tax duty, which is calculated at 0.075% or 0.15% of the transaction value. Additionally, market costs associated with the trading of securities are not included; these are due to the bid-ask spread and currency exchanges (FX mark-up). Product costs, known as the Total Expense Ratio (TER), are also separate. These fees are deducted by ETFs or fund companies Alpian works with and vary based on the securities selected in our mandates. Detailed information about the TER can be found in our app.