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.

Wealth Advisory access

Talk strategy, discuss life changes, or just ask questions—our wealth advisors are here to guide you. Because we follow a fee-only model, you can trust our recommendations are unbiased and focused on your success.

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

21.5%

Since inception

Alpian's assets under management (AUM)
Morningstar Gbl Mkts GR CHF
Morningstar Gbl Core Bd GR Hdg CHF

Risk profile distribution

Measured by volatility

Volatility

Return since inception to 29.08

Alpian

21.50%

Morningstar Gbl Mkts GR CHF

44.99%

Morningstar Gbl Core Bd GR Hdg CHF

-6.37%

Annual volatility

Alpian

8.41%

Morningstar Gbl Mkts GR CHF

13.21%

Morningstar Gbl Core Bd GR Hdg CHF

6.18%

Sharpe ratio

Alpian

80.69%

Morningstar Gbl Mkts GR CHF

99.55%

Morningstar Gbl Core Bd GR Hdg CHF

-32.07%

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

4.73%

Morningstar Gbl Mkts GR CHF

1.05%

Morningstar Gbl Core Bd GR Hdg CHF

-5.74%

Source: Alpian, Bloomberg. Data from 26/09/2022 - 29/08/2025. 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.

The best part? Accessible and transparent fees

Starts fromCHF 30,000
Annual management fee0.75% of the invested amount
Custody service, transactions, deposits and withdrawals Free
Wealth advisory consultationsFree
Bank accountFree
FX Markup0.20%
Total Expense Ratio (TER)About 0.25%
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Which investment plan is right for you?

Plan

Essentials

Invest in a straightforward ETF plan with low initial amounts.

  • Ideal for beginner investors

  • 4 distinct plans

  • 5 risk profiles

  • Daily rebalancing

Plan

Managed

Affordable wealth management for optimal performance.

  • Ideal for hands-off investors

  • Fully personalised strategy

  • Expert portfolio adjustments

  • Daily rebalancing

Plan

Guided

Do it yourself investments with specialised support.

  • Ideal for proactive investors

  • Highly personalised strategy

  • Real-time tailored recommendations

  • Rebalance as often as you wish

Frequently asked questions