Frequently asked questions
Alpian unifies everyday banking with accessible investment and private banking services in a hassle-free mobile app so that your financial life fits comfortably in the palm of your hand.
And whether you’re an expert or a beginner, our world-class financial advisors are here to guide you to invest affordably, and in ways that resonate with your beliefs, values, needs, and dreams. The combination of human expertise and system intelligence is how we fulfill our promise - to always be at your side on your journey to wealth beyond money.
You can chat with them at any time or book a video call via the app that best suits your schedule.
Yes! On i-vest.ch, you’ll find a comprehensive selection of investment articles, videos, and podcasts, along with a two-season email series designed specifically for beginner investors.
We talk about investment convictions and our commitments to developing strong investment portfolios for our clients here.
We’ll never put you into a box. Our role is to help you formulate a strategy that’s not only in line with your investment objectives but reflects your personal preferences.
We’ve built two different investment paths within Alpian to best cater to your preferences. You can have your investments “Managed by Alpian” or “Guided by Alpian”. Both options operate on the same basis - your personal investment strategy. What’s different is how they execute it.
We show how the investments contribute more to social or environment-related goals. The rule is simple: the higher the number the greater the overall impact. Along with Asteria, we commit to putting you in a position to make informed decisions that keep you away from “Greenwashing”. How much and where you want to make an impact… that decision remains with you.
Ideal if you understand the importance of investing, you are able to delegate the management of your wealth to our financial professionals. The management of your money is at the discretion of Alpian’s wealth managers.
Take part in the management of your portfolio while receiving guidance from one of our financial experts. An advisor offers multiple advantages, like:
- Accessing to opportunities you may have not thought about
- Advice on formulating a sound investment strategy.