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Alpian’s Journey from Start-up to the Future of Swiss Banking

“From the beginning, Alpian’s approach has always been client-centric, and when we saw this ethos reflected in Morningstar, we knew we had the right foundation to build a strong and enduring partnership.” - Victor Cianni, Chief Investment Officer, Alpian

Client Alpian

Product of Interest Morningstar Direct

Use Case Portfolio Management, Research, Analysis

Industry Financial Services

Alpian is a digital-first private banking service that’s changing the landscape of Swiss banking. Licensed by the Swiss Financial Market Supervisory Authority (FINMA), Alpian’s range of services includes everyday banking, investment offerings, and wealth management. It’s here that Alpian has carved out a space to realise their innovative vision – a platform that combines the convenience of day-to-day retail banking with the sophistication of bespoke wealth management advice.  

To build the future of digital banking, Alpian first needed a solid foundation. That’s where Morningstar came in. As a client of Morningstar Direct, Alpian leverages the power of Morningstar’s comprehensive platform designed to support market research, product creation, positioning, marketing, and distribution strategies, alongside open and transparent market and fund data to maintain its competitive edge.  

But don’t just take our word for it. Hear from the team at Alpian directly and learn more about their journey.  

“It comes back to our core client-centric mission of combining the premium with the personal, and that’s why we’ve been so proud to collaborate with Morningstar.”

- Marion Fogli Deputy Chief Executive Officer, Alpian

“There’s a level of responsiveness and friendliness that Morningstar brings, which helps us as a company to adapt in real-time—as an innovative business, this is something we appreciate.”

- Amandine Soudeille, Associate Portfolio Manager, Alpian

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