Because no two investors are alike, we adopt different strategies with each of our clients. From the portfolio we build to the investing advice we offer.
Placing your interest first
Your portfolio growth and satisfaction are what matter to us. Our teams are incentivised to always put your interests first.
We offer full disclosure around management fees, investing strategy, and our own team incentivisation schemes.
Discover the benefits of digital-first private banking. The first in Switzerland.
Traditional Private Bank
People are moving away from traditional private banking. Here’s why.
Everything you need to know
Our investment experts will learn about you and build a portfolio tailored to your DNA.
Through one-on-one video chats and tailored questionnaires, our investment experts will learn about your preferences, risk-profile, goals, and past investing experience. Based on this information they will build your personal portfolio.
You will be able to indicate which asset groups you do not want in your portfolio, as well as impact themes you’d like us to look after.
We’ve screened thousands of investment opportunities from best-in-class providers to deliver a diversified portfolio that doesn’t compromise on performance.
Our wealth management service is available for portfolio’s starting at CHF 30’000.
In addition to this, we also charge a banking fee of CHF 90 per quarter. Note: for the remainder of 2022, we have lifted this quarterly banking fee.
See the fee breakdown
The application is now available in iOS and Android app stores.*
A first deposit of CHF 10'000 is required to complete the account opening.
To start investing and use the Managed by Alpian services a minimum of CHF 30’000 is required.