)
Expert wealth management for ambitious investors
Access sophisticated investment expertise through with “Managed by Alpian”. Our investment team manages your wealth, so you have more time for what you love.
The easiest and most efficient way to preserve and grow your wealth
)
)
)
)
Accessible entry
Start investing from just CHF 30,000 with a transparent 0.75% management fee that includes custody costs and all transactions. Premium wealth management made accessible.
Expert management
Our investment team handles market complexities, so you don’t have to. From daily tactical adjustments to precise diversification, we focus on balancing risk and supporting long-term growth.
True personalisation
Most banks simply match you to standard portfolios. We craft a unique strategy that aligns with your life, goals, and vision.
Proven performance
Since inception, we’ve consistently outperformed our benchmarks. Check out the performance chart on this page for an overview of how our disciplined approach drives results.
How it works – step by step
Our in-app questionnaire goes beyond standard assessments to capture your ambitions, knowledge, and values. This is the foundation for a truly personalised strategy.
Step 1
Understanding your vision
After opening an account, we'll ask you about your goals and risk tolerance.
Choose to exclude the regions and asset classes you don’t want in your portfolio, and express your preferences in terms of impact.
Step 2
Building a tailored strategy
We create a unique portfolio that you can customise to reflect your impact preferences, asset class exposure, and geographic focus.
From this point forward, our team will do all the work: selecting investments, executing transactions, monitoring performance, making adjustments and keeping you informed of what's happening.
Step 3
Implementing your strategy
Once you transfer funds into your investment account, our portfolio managers start investing for you.
We can adjust your allocation by up to ±10% within your risk parameters to seize market opportunities. Thanks to your Portfolio Management Journal, you always know how your strategy evolves and why.
Step 4
Capturing opportunities
We rebalance daily to keep your strategy on point, minimise risk and profit from growth.
)
Boundless global potential
We give you access to the long-term growth of companies worldwide—through a diversified mix of equities, bonds, and alternative assets—aiming for steady, sustainable returns over time.
)
Smart, timely adjustments
Our investment team tactically adjusts your portfolio to seize short-term market movements, adding extra value while staying within your chosen risk parameters.
)
Wealth building made simple
Investing has never been easier. Our team handles everything—from product selection to portfolio management—while you stay informed through a user-friendly dashboard with real-time performance updates.
)
Managed by Alpian is perfect for you if:
You’re a successful professional, too busy to handle your investments at a high level.
You’ve inherited wealth and want to preserve it while seeing it grow.
You’re preparing for retirement and need a carefully balanced portfolio strategy.
You’re seeking ways to protect and expand your wealth for future generations.
Automate your investments
Set up recurring investments into your portfolio. Weekly, monthly or yearly. You choose the amount, we handle the rest.
Consistency is power
Investing regularly builds good habit. It becomes automatic and stress-free.
Always the right time
No need to worry about picking the “perfect” moment to invest.
Stay steady
When markets fluctuate, you’re less likely to panic. Automation helps you stay invested.
Proven performance since day one
Historical performance of assets managed by Alpian
Since inception
Risk profile distribution
Measured by volatility
Volatility
Return since inception to 31.10
Alpian
26.47%
Morningstar Gbl Mkts GR CHF
51.04%
Morningstar Gbl Core Bd GR Hdg CHF
-5.08%
Annual volatility
Alpian
8.29%
Morningstar Gbl Mkts GR CHF
13.02%
Morningstar Gbl Core Bd GR Hdg CHF
6.10%
Sharpe ratio
Alpian
92.56%
Morningstar Gbl Mkts GR CHF
105.49%
Morningstar Gbl Core Bd GR Hdg CHF
-23.67%
Maximum drawdown
Alpian
-11.68%
Morningstar Gbl Mkts GR CHF
-19.06%
Morningstar Gbl Core Bd GR Hdg CHF
-10.50%
Return Year-to-date (YTD)
Alpian
9.02%
Morningstar Gbl Mkts GR CHF
5.26%
Morningstar Gbl Core Bd GR Hdg CHF
-4.44%
Source: Alpian, Bloomberg. Data from 26/09/2022 - 31/10/2025. Any performance figures displayed account for the aggregate performance, net of fees, of all clients at Alpian. Individual investment returns may differ due to a variety of factors, including, but not limited to, the date of investment and the investment strategy employed. Past performance is not a guarantee of future return.
Put your wealth in expert hands
Download Alpian, open an account, and let our experts build and preserve your wealth—on your terms.
Which investment plan is right for you?
)
)
)
Frequently asked questions
How do I open an account with Alpian?
To open an account with Alpian, begin by downloading the app, available for both iOS and Android devices. During the sign-up process, you will be asked to provide some personal information and complete a quick ID verification to ensure security and compliance.
Eligibility requirements: You must hold a valid Swiss residence permit and provide an original, valid passport or national ID. Please note that photocopies will not be accepted.
Activating your account: The final step to activate your account involves making a deposit that must come from a bank account registered in your name at a licensed bank located either in Switzerland or a FATF country.
Important: Because of FINMA regulations, deposits from neo-banks and financial platforms that do not hold a banking license such as Neon, PayPal, Revolut, Yuh, or Wise are not accepted.
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
How often will I receive updates about my portfolio's performance?
At Alpian, we recognise the importance of keeping you informed about your investments’ performance. That’s why we provide multiple ways to stay up-to-date:
Continuous updates: Through the Alpian app, your portfolio’s performance is refreshed nearly every hour. This gives you the flexibility to monitor progress whenever you choose.
Monthly journal (Managed mandate clients only): Premium clients benefit from a detailed monthly report summarising portfolio performance, including any changes made and the rationale behind them.
Market newsletter: All clients receive our regular newsletter with insights and updates on market trends, helping you stay connected to the bigger picture.
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 specific products are included in Alpian's investment portfolios?
Our management mandates are based on ETFs. To select the ETFs included in our portfolios, we followed a rigorous selection process across 4 sub-asset classes: Fixed income, equities, commodities, and digital assets. Learn more
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.
Are my investments hedged, and why?
Yes, our portfolios are primarily hedged in Swiss francs as a default position to reduce currency risk and provide greater stability for Swiss investors. However, this is not systematic: the investment team may take tactical currency views when deemed appropriate. Additionally, for certain asset classes, hedging is not possible. Unlike many competitors whose performance can fluctuate significantly with currency movements, such as euro volatility, our approach aims to deliver a more stable investment experience while retaining flexibility for strategic decisions
Where are my investments held?
Your investments are held in your name with our custodian, Interactive Brokers. This means the securities (such as ETFs) are legally yours. In the unlikely event of a bank or custodian insolvency, these assets do not form part of their estate and remain protected for you. For 3A assets, the custodian is Reyl – Intesa SanPaolo.
Can I withdraw my funds at any time?
Absolutely, there are no lock-in periods with your investments at Alpian. You can access your funds anytime, with liquidation typically occurring within two working days after your request.
When you request a withdrawal or close an investment mandate:
For Managed by Alpian / Managed by Alpian Essentials mandates: Orders are executed during the next rebalancing.
For Guided by Alpian: Orders are executed at the next investment cut-off (around midday) after you submit them.
Please note that it takes 2 working days for trades to settle (the exchange of the instrument for cash with our broker). Once settled, the cash will be available to you.