EN

|

DE

|

FR

HOME

PHILOSOPHY

BUSINESS MODEL

PORTFOLIO STRATEGIES

CONTACT

BlueAlpen is a dynamic, highly personalised, private asset management service
that puts your needs first.

Company Profile

Roméo Zahno

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.

Values

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

Philosophy

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.

Approach

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

Business Model

Fee Structure

Starting amount / testing amount:

CHF 50,000

 

Management fees:

from 0.25% to 1% (depending on the invested amount)

 

Performance fees:

high watermark to be applied according to the agreement

 

Flat fee model:

to be agreed

 

Banking charges:

depending on the depositary bank

Client

Client signs

mandate with

BlueAlpen

Client opens a bank account

Third party agreement

BlueAlpen

Depositary

Bank

Portfolio Strategies

Conservative:

up to 30% equities, remaining amount in bonds and cash

 

Flexible / balance:

up to 60% equities, remaining amount in bonds and cash

 

Growth / dynamic:

up to 100% equities

 

Risk model with leverage:

to be agreed

Contact

Roméo Zahno

Managing Director

BlueAlpen Asset Management SA

Avenue du Léman 23C

CH-1005 Lausanne

 

 

Email:

romeo.zahno@bluealpen.com

 

 

 Telephone:

+41 (0) 79 561 88 34

Submitting Form...

The server encountered an error.

Form received.

© BlueAlpen 2015

Designed by: