Your first step into investing, simplified

With just CHF 2,000, Managed by Alpian Essentials gives you access to professionally managed ETF savings plans. Ideal if you're investing for the first time or looking for simplicity with clear results.

Effortlessly grow your wealth with professionally managed ETF savings plans.

Plans for every vision

With Essentials, you decide the focus of your investments. Investing sustainably? Focusing on Swiss markets? Adding cryptocurrencies? We have a plan for every vision.

Easy and automated

Decide how much you want to set aside for your ETF savings plan and set up a recurring deposit at the frequency that works for you. Once the funds reach your account, we’ll invest them and keep your portfolio optimised for the best possible returns.

Cost effective

Enjoy premium wealth management at fees up to 40% lower than traditional banks. We select ETFs with attractive pricing and actively leverage our negotiating power to keep your investment costs consistently low, without compromising on quality.

Managed by professionals

Unlike automated solutions, Essentials plans are hand-crafted by Alpian's investment team to capture the long-term growth of the financial markets. Each plan is regularly rebalanced to ensure optimal alignment with your risk capacity.

Choose your investment plan

Swiss plan

Invest with up to 60% exposure to Swiss markets and CHF-denominated assets.

Global plan

Diversify your investment across international markets and asset classes.

Sustainable plan

Invest in companies aligned with ethical standards and strong ESG practices.

Global + Crypto plan

Combine global equities with up to 10% exposure to digital assets.

No hidden costs

Essentials offers simple and transparent pricing. The 0.75% annual fee covers portfolio management, transactions, regular rebalancing, advisory services, and more.

Tailored to your goals

Your portfolio isn’t one-size-fits-all. Essentials matches investments precisely to your unique risk profile, thanks to our comprehensive behavioral-science-based questionnaire.

Balanced for growth

Your portfolio strategically combines diversified ETFs, handpicked by our experts based on historical performance, low fees, and other critical factors, to optimise global market exposure and steadily grow your wealth.

Essentials is perfect for you if:

  • You’re new to investing and want an easy, reliable way to start.

  • You’re looking for a cost-effective solution with a low initial investment.

  • You prefer having experts manage your portfolio instead of going it alone.

  • You’d like to test Alpian’s investment expertise without high commitments.

Get started in 4 easy steps

To activate your new account, your first deposit needs to come from another account in your name.

Step 1

Open an Alpian account

Just download the Alpian app and open an account—it’s totally free.

We dive into your investment experience and use behavioural science to gauge your risk tolerance.

Step 2

Complete your investor profile

Understand your risk tolerance and investment objectives.

Each of our four plans—Swiss, Global, Sustainable, and Global + Crypto—is available across five distinct risk levels, allowing you to comfortably select a portfolio that matches your specific financial goals.

Step 3

Choose your Essentials plan

After assessing your risk profile, pick the investment plan that aligns best with your vision.

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 4

Relax

Our experts manage your portfolio from there.

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.

Wealth Advisors 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.

The best part? Accessible and transparent fees

Starts fromCHF 2,000
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