Loris Schenkel
Portfolio Management
Listed investments are the foundation of many client portfolios at Alpen. By combining equities, bonds and ETFs within a disciplined framework, we structure globally diversified allocations with a focus on liquidity, transparency, and institutional execution. Our approach is designed so that listed assets are not generic holdings, but structured with consideration for individual risk profiles, tax circumstances, and long-term perspectives.
Our role is to support the use of listed securities within a broader wealth management strategy. We use equities, bonds, ETFs and structured products where appropriate, tailoring portfolios to reflect personal circumstances. Each allocation is structured with consideration for tax implications, risk factors, and transparency. With clients free to choose custodians, we coordinate implementation across platforms with the aim of supporting consistent and efficient execution. Listed assets can offer diversification and play a complementary role alongside private and alternative investments within a structured, long-term strategy.
Bonds play a crucial role in wealth preservation and portfolio stability. We use government and corporate issues across geographies, maturities and credit qualities to shape fixed-income allocations that reflect client objectives. Each position is evaluated for liquidity, currency exposure, and tax impact, with the aim of structuring bonds in consideration of changing priorities. By actively balancing income generation with risk awareness, bonds serve as a reliable foundation within a broader investment framework.
Equities offer access to global markets and often play a central role within listed portfolios. We select holdings based on geography, sector relevance and client goals, balancing broad market access with targeted opportunities. From developed markets to specialized industries, our allocations reflect a disciplined, research-driven process. Each equity position is chosen to fit within a larger allocation strategy that aligns with risk appetite, liquidity needs and long-term vision.
ETFs offer efficient, transparent access to a wide range of asset classes, sectors and geographies. We use them to complement direct equity or bond positions, manage exposures and adjust allocations with precision. Their liquidity and cost characteristics allow them to be used as tools for diversification and portfolio structuring. Integrated carefully into portfolios, ETFs allow us to adapt strategies to client-specific tax considerations, risk tolerance and long-term objectives while maintaining a transparent, rule-based framework.
Mutual funds offer exposure to specialist managers and diversified pools of assets that can play a role within a broader portfolio. We use them selectively where they complement direct securities or ETFs, considering liquidity, transparency, and overall cost. Mutual funds can be especially useful for gaining exposure to niche markets or strategies that require active oversight. Each selection is integrated carefully with other holdings, with the aim of supporting consistency across custodians and taking client priorities into account.
Our investment specialists contribute extensive experience, insight, and discipline. With strategies built around client objectives, we aim to provide portfolio management that is transparent and tailored to individual circumstances.
Loris Schenkel
Carmen Schaffner
Pierre Gabris
Anastasija Savic
At Alpen, we provide listed investment services in Switzerland designed to meet your unique financial needs. As a leading firm in Swiss investment strategy services, we offer:
Navigate the complexities of managing and potentially growing your wealth with our professional advisors, experienced in Swiss and international financial markets.
Potentially benefit from our familiarity with the Swiss financial market and its regulatory environment.
Receive personalized wealth management plans that take into account your financial goals and risk profile.
Access a full suite of services including investment planning, tax optimization and estate planning.
We strive to provide high-quality services aligned with our clients’ objectives.
Listed investments are never static; they require ongoing monitoring and adjustment.
These questions are frequently asked in relation to listed accounts.
Listed investments represent more than just liquid holdings. They are the foundation for efficient, globally diversified portfolios. At Alpen, we treat equities, bonds, ETFs and funds as strategic tools, not generic allocations. Each position is selected with attention to risk, liquidity, tax, transparency, and individual circumstances, and is coordinated across custodians with the aim of achieving consistent implementation. By combining listed securities with private and alternative investments, we structure strategies intended to adapt as circumstances change. This disciplined approach is designed to position listed investments as a central component within broader wealth planning.
For ultra-high-net-worth clients, listed securities form the backbone of most portfolios. They offer liquidity, transparency, and execution features that are intended to support efficient deployment of wealth and adjustments as circumstances evolve. Equities, bonds and ETFs allow investors to access global markets across sectors, regions and currencies while maintaining clarity and oversight. Unlike private holdings, listed securities provide daily valuations, helping families monitor progress and adapt to new priorities.
Yet their importance is not in their availability, but in how they are selected and combined. At Alpen, we approach listed securities through disciplined asset allocation. We define exposures across asset classes, sectors, and geographies before selecting individual instruments, with the aim of positioning each element within the broader framework. This structure helps mitigate concentration risk and reinforces long-term stability, while still offering the flexibility to incorporate emerging opportunities when they align with client goals.
Equities bring access to growth, whether through broad global indices or targeted sector exposures. They are selected to reflect each client’s long-term goals, balancing stability with opportunity. Bonds add predictability and capital preservation, spanning government, municipal and corporate issuers across credit qualities and maturities. Together, these instruments are combined within a single framework to balance different characteristics, such as growth potential and risk considerations.
ETFs and mutual funds broaden this toolkit, offering vehicles for diversification and specialist market exposure. ETFs are often selected for their liquidity and cost characteristics, while funds may offer exposure to professional managers or specific market segments. Structured products can also be integrated, offering specific risk-return profiles aligned with client objectives. Each element is considered carefully, in connection with other components, and within the context of the overall framework. The intention is not simply to hold a mix of listed instruments, but to craft an allocation that supports enduring wealth stewardship and evolving financial priorities.
No two portfolios are the same. Listed allocations are customized around liquidity needs, tax considerations, risk appetite and time horizon. A globally diversified equity allocation, for instance, might be paired with carefully structured bond exposures to manage cash flow requirements. For clients with multi-jurisdictional needs, currency management becomes a priority. Our role is to align each listed position with these unique circumstances, with the aim of structuring the portfolio in consideration of both current needs and long-term perspectives.
Platform flexibility is also essential. Clients choose their custodians, and we coordinate implementation across them. This independence is intended to support transparency and reduce potential conflicts of interest. Clients retain oversight while accessing institutional execution and systematic monitoring. The open-architecture model also provides flexibility to adjust strategies as markets evolve, with the aim of maintaining consistency across multiple custodians and structures.
Listed investments are dynamic in nature and are typically subject to ongoing monitoring and adjustment. Risk is addressed through diversification, hedging tools and active oversight. We may use stop-losses, portfolio rebalancing, and periodic position adjustments as tools within the investment process, with attention to volatility and liquidity considerations. Each decision is guided by process, not speculation, reflecting our commitment to disciplined wealth management. This consistency is especially important during market shifts when emotions can cloud judgment. Our systematic approach is designed with the aim of aligning adjustments to long-term plans, rather than short-term market fluctuations.
Equally important, listed assets are not standalone holdings. They form the liquid foundation upon which private equity, real estate and other alternatives are layered. This integration is intended to combine flexibility with a long-term perspective. Listed investments can form a transparent, liquid core that complements broader strategies and adapts to changing objectives across generations. By balancing the accessibility of listed investments with the selectivity of private markets, Alpen structures portfolios with the aim of addressing both stability and innovation. This integration underlines our philosophy that listed securities are not simple instruments, but powerful components of a global, resilient and customized wealth management strategy.
At Alpen, wealth management goes beyond financial returns. It is built on trust, long-term relationships, and a structured approach. You remain in control where it matters most, while drawing on professional expertise where this may add value. In this way, portfolios can be structured to take into account your vision, your family’s priorities, and the legacy you wish to build.
Pierre Gabris
Your contact for Listed investments
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