The independent AI alternative in wealth management.
Swiss precision and in-house AI research — for wealth managers, family offices and institutional partners across the DACH region.
Meggen
Headquarters Meggen, St. Charles Hall
Zurich
Development office Zurich – near ETH
Singen
Fund office
The story
Private Alpha was founded in 2017 on a simple observation: artificial intelligence is changing the capital markets faster than conventional wealth management can react — and making it investable takes deep capital-markets craft and in-house AI research under one roof.
That is exactly how we built the firm: more than two decades of Swiss private banking experience — CS/UBS, Julius Baer — meets an ETH Zurich engineering team that has built CaesarDPT, a Deep Pattern Transformer of its own, which recognises patterns in financial time series before the market prices them in.
Out of that combination came three investment funds, a research terminal and a conference of our own — documented not only in our own material but in the press: from Forbes and Institutional Money through to the Fintech Innovation of the Year award at the Alpbach Finance Symposium.
Artificial intelligence.
Made investable.
From 2017 to today: our milestones.
Four principles. No platitudes.
Values here are not wall decoration — every one of them can be checked against our daily work.
Evidence before opinion
We claim nothing we cannot show. Every CaesarDPT signal is dated and documented, every market risk report can be read back — our signal history is our argument.
EVIDENCE:Daily market risk report with a documented regime history in the terminal.
People and machines — in that order
CaesarDPT recognises patterns no person can see — but the final decision always rests with an experienced portfolio manager. Technology is our edge, not our excuse.
EVIDENCE:Documented investment process: signal → selection → risk management, with a human making the final call.
Independence
We are owner-managed and belong to no bank. We sell no third-party products and no hidden interests — our incentives are our clients’ incentives.
EVIDENCE:Owner-managed companies in Switzerland and Germany; earnings exclusively from our own funds and our own research.
Swiss precision, open door
Discretion and diligence are our craft, distance is not: anyone who works with us speaks to the founders rather than to a hotline — a reply on the same working day.
EVIDENCE:Direct dial-in number and the management’s calendar link on the website.
