Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug

Our investment offering for private clients

Solutions for private clients

Committed to the long-term success of our customers on a daily basis.

Investment strategies individually tailored to specific needs, asset structure and risk tolerance for people who do not want to deal with investment decisions on a daily basis.

Actively managed, professionally monitored and administered by proven experts.

Today’s financial markets are extremely complex. This makes it all the more important to be able to count on a neutral partner to advise you with the highest level of competence and the right amount of empathy when it comes to choosing a suitable investment strategy.

Your benefits

  • Over 30 years of investment experience as a partner to foundations, family offices and ultra-high net worth individuals
  • Focus on robust, highly liquid investment solutions with a focus on quality and growth
  • Disciplined risk management with a strong focus on capital preservation and “drawdown” management
  • You save valuable time by being unburdened from having to make investment decisions
  • Your assets are actively managed and professionally monitored
  • You benefit from independent investment decisions without conflicts of interest
  • You receive regular, comprehensive and meaningful reports on the performance of your assets
  • Attractive, transparent fee structure

 

Yes, I am interested in an individual asset management mandate

With a Tramondo advisory mandate you make your own investment decisions, but benefit from our analyses, market assessments and recommendations. All transactions are carried out solely subject to the client’s consent.

Your benefits

  • Personal advice
  • You gain access to a large investment universe and benefit from low-cost investment products and reduced transaction fees
  • You receive the highest level of transparency in terms of benefits, recommended investment products, performance and fees

 

Yes, I am interested in an advisory mandate

Invest your money the way pension funds do. With our attractive retirement solutions, you will benefit from sustainable investment expertise and increase your long-term return opportunities.

We offer individual, cost-effective investment options tailored to your specific benefit needs. The many and freely selectable investment modules can be actively purchased and divested at any time. This means that your personal investment strategy can be flexibly adjusted at any time depending on your time horizon, risk tolerance and the current stock market environment.

Make more of your future retirement assets! And contact us without any obligation.

Your benefits

  • Broad choice of high-quality pension strategies
  • Freely selectable and flexible investment components
  • Access to low-cost investment trusts and institutional tranches
  • Numerous combination options
  • Electronic client portal
  • Professional client support
  • Attractive price-performance ratio thanks to all-in fee model

 

Yes, I am interested in a retirement solution

360-degree support for demanding families.

From individualised fund solutions, investment processes and strategies to independent second opinions and efficiency improvements. Plus consolidated reporting to top it off.

Our Services:

  • Portfolio Management
  • Private Label Fund Solutions
  • Structuring of the investment process
  • Development of an individual investment strategy
  • Consolidated reporting
  • Investment advice and second opinion
  • Cost control and efficiency measures
  • Legal advice
  • Tax advice
  • Fiduciary services

Our experienced investment team develops an individual investment solution of the highest standard for each client.

Thanks to long-standing contacts and business relationships, we have access to a global network of specialists and experts.

 

 

Yes, I am interested in Family Office Services

Custodian banks

We work free of conflicts of interest with renowned institutions in order to provide our clients with preferential conditions.

We communicate simply, clearly and transparently when it comes to our remuneration.

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Über Tramondo

Die Tramondo Investment Partners AG ist eine bankenunabhängige Schweizer Vermögensverwalterin mit Sitz in Zug und der Zulassung der Eidgenössischen Finanzmarktaufsicht (FINMA) zur Tätigkeit als Vermögensverwalterin kollektiver Kapitalanlagen. Unterzeichnerin der Principles for Responsible Investment (PRI) der Vereinten Nationen.

Kontakt

Tramondo Investment Partners AG

Unter Altstadt 10
Postfach CH-6302 Zug

+41 41 710 76 76
info@tramondo.ch

© 2022, Tramondo Investment Partners AG. All rights reserved.

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