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Guided by Alpian investment mandate
The simplest way to invest in your future, backed by all the knowledge of our experts.
Switzerland's first investment solution that empowers you to invest, experiment, and learn, accompanied by experts.
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How it works
Guided by Alpian offers a collaborative investment approach that empowers you to invest independently with comprehensive professional support. Start with a foundational portfolio tailored to your long-term goals and customise it freely. Our app will provide real-time guidance to ensure your modifications align with your investment strategy and risk profile, giving you peace of mind throughout your investment journey.
Why opt for Guided by Alpian?
Call the shots
Experiment and modify your portfolio at will by adding and allocating your preferred instruments according to your vision, strategy, and trends.
Get real-time feedback
Alerts will let you know if your portfolio aligns or deviates from your investment strategy. Plus, find out your match with any specific instruments, level of impact and exposure to geographies.
Learn with us
Master investments with our in-app guidance and access on-demand wealth advisory consultations.
Reduce complexity
Our curated universe and guidance help you easily find the right investment products based on your preferences."
Save in fees
Execute as many transactions as you want without additional charges. All costs are included in our flat fee.
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Get the clarity you were seeking
If you're struggling to choose the right investments from millions of options, unsure which ones align with your values, and want to optimise returns, Guided by Alpian is the answer. Our interface shows you how different investment products match your strategy and risk profile, making it easy and fun to make your next investment decision.
Pricing
| Minimum investment | CHF 10,000 |
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| Annual fee | 0.75% of the invested amount |
| Wealth management consultations | Free of charge |
| Bank account | Free of charge |
| FX Markup | 0.20% |
| Total Expense Ratio (TER) | About 0.25% |
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Interested in Guided by Alpian?
Our Wealth Management Team is ready to provide detailed insights and guidance to determine if this service suits your financial needs.
Frequently asked questions
How do I open an investment account with Alpian?
First, download the Alpian App and create your account. After setting up your account, choose one of our mandates and complete your 15-minute investor profile questionnaire. This crucial step ensures that the investment advice we offer is tailored specifically to you. The next step is to fund your account, which will activate your investment portfolio, and our team will begin the process of managing your investments according to the strategy you've chosen.
What asset classes are available to build my portfolio?
Equities: Planet Thematics, People Thematics, and equities from the regions Switzerland, the US, Europe, Asia ex-Japan, Japan, and Emerging Markets. Fixed Income: Includes Global Government Bonds (all maturities and inflation-linked), Corporate Investment-Grade Bonds, High Yield, Money Markets, Development Bank Thematics, and Green Bonds Thematics. Alternatives: Commodities, Precious Metals, Cryptocurrencies
Can I choose specific investments or sectors to exclude from my portfolio?
Absolutely, your preferences and values play a crucial role in shaping your investment portfolio at Alpian. We believe in empowering you to align your investments with your personal convictions and financial goals. Here's how you can tailor your portfolio to exclude specific investments or sectors:
During the initial setup of your investment account, you'll have the opportunity to specify any sectors or types of investments you wish to exclude from your portfolio. This could include, but is not limited to, sectors such as fossil fuels, tobacco, or arms manufacturing, depending on your personal values.
Your investment preferences are not set in stone. As your values or financial goals evolve, you can adjust your exclusions or investment criteria by communicating with your Wealth Advisor. We're here to adapt your portfolio to your changing needs.
How often will I receive updates about my portfolio's performance?
At Alpian, we recognise the importance of keeping you informed about your investment's performance. Here’s how we ensure you are always up-to-date:
Continuous updates: Via the Alpian app, your portfolio's performance is updated nearly every hour. This feature enables you to monitor your investments' progress anytime, providing flexibility to check in as often as you like.
Monthly journal: Each month, you will receive a report summarising your portfolio’s performance, including any changes made and the reasons behind these adjustments. This journal helps you stay informed about the strategic decisions impacting your investments.
How does Alpian handle kickbacks and retrocessions?
At Alpian, we prioritise integrity and transparency. We adhere strictly to a policy of not accepting any compensation from third parties that could influence our service to our clients. In exceptional cases where such compensation is unavoidable, we pass the full amount directly to you.
Our collaboration with external advisors, including entities within the Intesa Sanpaolo Group, is conducted with the utmost respect for these principles. We remain exclusively responsible for all investment decisions made as part of our discretionary portfolio management services, as well as for all our investment recommendations. This ensures that our advice is always objective, transparent, and tailored to your unique financial goals and needs.