Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug
Tramondo Investment Partners AG is the investment arm of a multi-family office group that has existed for over 40 years. We are at home in the heart of the old town of Zug, Switzerland.
Individual and efficient solutions for demanding customers. Discipline in the investment process. Transparent and fair fees. Long-term partnerships with alignment of interests.
Independent investment decisions. Transparent and liquid strategies with an attractive risk-return profile. A highly disciplined approach to risk.
Asset manager of collective investment schemes licensed by the Swiss Financial Market Supervisory Authority FINMA. The auditors are PricewaterhouseCoopers AG.
Personal commitment and outstanding professional competence.
In daily practice for the long-term success of our customers.
In this short video you will learn more about our history, our team, how we think about the markets, and what distinguishes us.
(Subtitles in English and German available)
In accordance with the Federal Act on Financial Institutions, Tramondo Investment Partners AG is authorised by the Swiss Financial Market Supervisory Authority FINMA to act as a manager of collective assets and is subject to its supervision.
Tramondo Investment Partners AG is affiliated to the independent ombudsman’s office FINOS, which is recognised by the Federal Department of Finance. In the event of any disputes regarding legal claims, our clients may contact this ombudsman’s office at any time. Please refer to the website of the ombudsman’s office for information on any administrative costs in connection with mediation proceedings.
Haben Sie eine schnelle Auffassungsgabe, arbeiten Sie effizient und sorgfältig und haben eine Affinität für Vermögensverwaltung? Dann passen Sie perfekt in unserem Team. Ihren Arbeitsort
Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
© 2022, Tramondo Investment Partners AG. All rights reserved.
Raphael is Chief Executive Officer of Tramondo Investment Partners Ltd. und is a member of the Investment Committee.
Raphael is a founder of Tramondo Investment Partners Ltd. and as its Chief Investment Officer was for three years responsible for the investment strategy and stock selection of TWM Multi-Asset- und Equity Funds. Previously Raphael worked as Portfolio Manager for Tramondo Ltd. and in various Investment Teams for Man Investments AG in Switzerland, in London and in Hong Kong. A part of his training Raphael completed in the USA and South Korea. He is married and father of a daughter.
Raphael CFA- and CAIA Charterholder and holds a Master of Arts in Finance from the University of Zürich.
Andreas Schranz is the Chief Investment Officer and Chairman of the Investment Committee of Tramondo Investment Partners Ltd. In this role, he is responsible for strategic and tactical allocation decisions. In particular, Andreas is responsible for mixed investment solutions and the company’s bond strategies.
Before joining Tramondo, Andreas worked as a Senior Investment Advisor for EFG International and supported demanding private clients in achieving their investment objectives. Andreas spent four years of his career as a portfolio manager at Credit Suisse Asset Management, advising institutional investors in Switzerland and was also able to obtain valuable experience in equity trading at UBS Investment Bank.
Andreas is CFA Charterholder and holds a Master of Arts in Finance from the University of Zürich.
Wicky is Chief Operating Officer of Tramondo Investment Partners AG and a member of the Management Board.
As a former founding member of an asset management company and in his functions as Chief Operating Officer as well as Head of Risk Management and Compliance, Wicky has extensive experience and in-depth knowledge in all areas of asset management.
Since the formation of Swiss-Hedge Capital AG in 2004, he has served as Partner and Chief Operating Officer, and from 2013 as Chief Executive Officer. The FINMA-regulated asset management company was later sold to an International Holding Company in Luxembourg.
Wicky began his career at Deutsche Bank AG in Zurich, where he held various positions, most recently as an equity trader for Swiss Equities.
Since 2010, he holds an MBA – Master of Business Administration from the University of Bedfordshire /UK.
Wicky is married and father of two sons.
Nicholas Daxelhoffer is a member of the Investment Advisory Board of Tramondo Investment Partners AG.
Nicholas spent 25 years at Pictet & Cie as a Senior Investment Manager and Business Head. He was a key person in what later became Pictet Asset Management (PAM) in Zurich. Nicholas’ primary responsibility was to manage assets for institutional clients, preferably Swiss pension funds. As a Managing Director, he was jointly responsible with his Co-Head in Geneva for the Balanced Team of PAM, overseeing assets under management of CHF 12 billion. Additionally, Nicholas was entrusted to manage assets for UHNWI and family offices. As a member of PAM’s investment strategy unit, he contributed his monthly market views. Driven by his interest in momentum-based strategies, Nicholas launched a global equities fund based on that approach.
He is highly experienced in tactical asset allocation, equity, and risk management, and has a broad knowledge and experience in Asset Management.
Leslie works as a Senior Investment Solutions Manager for Tramondo Investment Partners AG. In this role, she is responsible for the support, advisory, and development of institutional client relationships. Due to her many years of experience in the fund industry, Leslie also acts as a link between Investment Management and clients when it comes to further developing investment solutions.
Before joining Tramondo, Leslie worked for seven years at Ayaltis AG in Zurich, most recently as Head of Business Development & Investor Relations. Her main responsibilities included the management of existing client relationships and the identification and development of new investor relationships (Wholesale & Institutional). Before that, Leslie worked for Bank Julius Bär & Co. AG, where she was responsible for responding to fund information requests from private banking regions and supported the team in qualitative and quantitative fund research. Leslie started her professional career in various functions in Wealth Management and Investment Banking at UBS.
Leslie is a CAIA charterholder and obtained a CFA Institute Certificate in ESG Investing. She holds a Master of Science in Banking & Finance from the University of Applied Sciences, Zurich
Thomas is a member of the Investment Advisory Board at Tramondo Investment Partners Ltd. Until his semi-retirement in April 2020 he was the firm’s CIO.
After completion of his commercial training, in 1978 Thomas began his professional career at UBS bank. After several periods abroad, since 1984 Thomas performed various functions at the financial department of Family Office of Dr. J. Bollag & Cie. He filled leading positions in accounting, trade and investment consulting. Thanks to his profound investment know-how in 2009 he became executive manager of Tramondo Ltd.
Urs Eilinger is a Senior Relationship Manager at Tramondo Investment Partners AG. In this role, he is responsible for supporting and advising national and international private clients and family offices. Urs Eilinger brings decades of professional experience in private banking, investment advisory and portfolio management.
Before joining Tramondo, Urs Eilinger was a Senior Relationship Manager in the Multi Custody Wealth Management division of Bank Julius Baer in Zurich. Before that, he was a team leader in Wealth Management at WMPartners until its integration into Bank Julius Baer. Prior to the merger with WMPartners, Urs Eilinger was CIO and Partner at Infidar Investment Advisory in Zurich, where he was a member of the Executive Board and Head Portfolio Management responsible for the overall asset allocation of the company. Before that, he worked for more than ten years as the Head of Special Mandates in Portfolio Management at Julius Baer. Urs Eilinger started his career at the former Swiss Bank Corporation as an equity analyst for European markets.
Urs Eilinger holds a Bachelor of Business Administration from HWV, St. Gallen and is a CFA Charterholder. He is a father of three children.
Andreas Gassmann is a Senior Relationship Manager at Tramondo Investment Partners AG. In this role, he is responsible for servicing and advising national and international private clients and family offices. Andreas draws on decades of experience in private banking, investment advisory and portfolio management.
Before joining Tramondo, Andreas was a Senior Relationship Manager at Bank Julius Baer in Zurich. Before that, he held various senior private banking roles at UBS AG in Basel, Zurich, London and Singapore.
Andreas Gassmann completed the commercial college as well as the professional maturity and obtained a diploma as a Swiss-certified banking specialist. He is also a Certified International Investment Analyst and Asset Manager (CIIA). Andreas is married and the father of a son.
Reto is a Senior Relationship Manager at Tramondo Investment Partners Ltd. In this role, Reto is responsible for supporting, advising, and expanding an HNWI/UHNWI client book. At the same time, he acts as a link between the Investment Management and clients due to his experience in financial market specific matters.
Before joining Tramondo, Reto was a Senior Relationship Manager at Valiant Bank, responsible for the strategic development of their Central Switzerland and Zurich regions. Before that, Reto held various roles with responsibility for servicing and advising wealthy private clients, including at Credit Suisse, Reichmuth & Co Privatbankiers, and Zuger Kantonalbank.
Reto holds a Diploma of Advanced Studies (Banking & Finance) and a Master of Advanced Studies (Banking & Finance) from the Institute for Financial Services Zug (Lucerne University of Applied Sciences and Arts). He also holds a Bachelor in Sport-Sciences from the University of Basel.
Maoz Sharabi is a Junior Relationship Manager at Tramondo Investment Partners AG.
Prior to joining Tramondo, Maoz Sharabi held various positions in Private Banking in Investment Advisory and Client Relationship Management with a focus on Israel, most recently at Cornèr Bank AG in Zurich. Prior to that, Maoz worked for Tramondo as an assistant in asset management. Maoz started his career in the financial industry as a Junior Account Analyst at Meitav Dash Investment Management Company in Tel Aviv, Israel.
Maoz Sharabi holds a Bachelor’s degree in Economics and Business Management with a focus on Financial Instruments and Securities Investments.
Manuel Bolliger is a Portfolio Manager for Wealth Management at Tramondo Investment Partners AG.
Prior to joining Tramondo, Manuel was a Product Manager at Finreon, where he was responsible for the full range of products across all asset classes. Prior to that, Manuel spent several years in the Asset Management department at UBS in Zurich and Chicago.
Manuel is a CFA Level II candidate and holds a Bachelor of Science in Business Administration with a focus on Banking and Finance.
Kevin is responsible for Risk Management and Operations at Tramondo Investment Partners Ltd.
He has over fifteen years experience in banking, including working for UBS and Credit Suisse. Kevin is one of the founders of Tramondo Investment Partners Ltd.
He is a Certified Swiss Banker and holds a title of a Certified Expert of Financial Market Operations from AZEK.
Michael is responsible for financial management at Tramondo Investment Partners Ltd.
Since 2011 Michael has been working for Dr. J. Bollag & Cie. to which the accounting of Tramondo Tramondo Investment Partners Ltd. has been outsourced. Michael completed a bank apprenticeship at Zuger Kantonalbank and worked in various banking sectors. After that he changed to commodity trading and was able to gain experience as an accountant for Norilsk Nickel und Katanga. Now he is acting as a fiduciary.
Alongside his professional commitments Michael completed educational courses and holds the titles of a Swiss Certified Fiduciary and Certified Business Economist. He is married and father of a daughter.
The compliance functions of Tramondo Investment Partners Ltd. have been outsourced to SwissComply based in Zürich.
The team of SwissComply consists of Lawyers and Experts with solid experience in asset management, banking and audit.
Norbert Biedermann is Chairman of the Board of Directors of Tramondo Investment Partners AG.
Mr. Biedermann has around 40 years of experience in various management positions in the financial industry and was CEO of LGT Bank until 2017. He began his career in 1972 with a commercial apprenticeship. After various stays abroad and positions in accounting, internal auditing, trading and investment consulting, he was appointed to the Executive Board of LGT Bank in Liechtenstein in 2001 and became its Chairman in 2011.
Norbert Biedermann retired in June 2017.
Dr. iur. Dr. h.c. Josef Bollag is a member of the Board of Directors of Tramondo Investment Partners AG.
Dr. Bollag has more than 40 years of experience in the financial industry. He founded the international law and family law firm Dr. J. Bollag & Cie. AG in 1978, which was expanded in the following years to include other financial services, and from which the current Tramondo Investment Parters AG would be spun off in 2014/2015. Dr. Bollag has been at the forefront of establishing and implementing the Swiss Anti-Money Laundering Act and the self-regulatory system since 1999. He was instrumental in the creation of the first self-regulatory organisation (SRO) in Switzerland.
Rolf Helbling is founder and CEO of Carnot Capital, an asset manager focused on energy and resource efficiency.
Mr. Helbling has more than 20 years of experience in various roles in the financial industry. Among other things, he set up an infrastructure fund, managed institutional investment clients, led the analysis department of a Swiss bank and gained experience in private equity.
Rolf Helbling holds a degree in business administration from the University of St. Gallen (lic.oec.HSG) and is a Chartered Financial Analyst (CFA).
Urs Klingelfuss has been Vice-Chairman of the Board of Directors of Tramondo Investment Partners AG since its foundation.
Mr. Klingelfuss has more than 30 years of experience as a legal advisor on complex and international issues and is head of the legal department of the Family Office Dr. J. Bollag & Cie. He has in-depth knowledge in the area of compliance and holds annual seminars for the self-regulatory organization ARIF in the area of diligence in financial transactions.
Urs Klingelfuss holds a law degree from the University of Zurich (lic. iur.).
Ines Domic ist Senior Relationship Manager bei der Tramondo Investment Partners AG. Ihre Haupttätigkeit liegt in der Betreuung und Beratung von nationalen und internationalen Privatkunden, sowie Family Offices.
Ines Domic verfügt über langjährige Erfahrung im internationalen Private Banking, Corporate Banking und der strategischen Marktentwicklung. Diese erwarb sie als Senior Relationship Manager und Direktorin bei der CIM Banque in Wollerau. Davor war sie in verschiedenen internationalen Unternehmen im Consulting Bereich tätig.
Ines Domic absolvierte eine kaufmännische Ausbildung und hat sich zur eidgenössisch diplomierten Betriebswirtschafterin HF weiterbilden lassen. Zudem erlangte sie das Diplom zur eidgenössisch anerkannten Private Bankerin.
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