Founder and Managing Director
After 20 years of experience in the private banking industry with a proven track record
in international financial establishments such as Deutsche Bank and UBS, Roméo set a new path with a specific vision.
To harness this experience and create a private banking service no longer attainable in an increasingly profit-motivated banking world. A highly personalised banking service solely focused around the aims of clients and never influenced by the short-term needs of banks.
BlueAlpen is the realisation of this vision: a dynamic, personalised approach to asset management that marries transparency, solidity, and a long-term strategic view.
Everything we do
adheres to the following values:
Honesty & Transparency
Fair pricing for real services
and performance only
Integrity & Respect
Knowing and doing what
is right for you
Credibility & Reliability
Clear communication that ensures
you feel secure at all times
BlueAlpen’s core skills lie
with the effective asset management
of private clients.
Our aim is to deliver strong
performance and the sustainable long-term
development of your portfolio.
From the outset, it will be clear that your needs are at the heart of everything we do:
In-depth one-to-one conversation
to establish your needs
Tailor-made investment scheme
incorporating various investment propositions
Independent, flexible and creative investments spanning classic and newer opportunities
Investments that carefully consider
market and geopolitical risks
Regular, periodic reviews and updates
Starting amount / testing amount:
from 0.25% to 1% (depending on the invested amount)
high watermark to be applied according to the agreement
Flat fee model:
to be agreed
depending on the depositary bank
Client opens a bank account
Third party agreement
© BlueAlpen 2015