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Unter Altstadt 10 - Postfach CH-6302 Zug

LIKE THE FORCES OF NATURE, FINANCIAL MARKETS ARE DIFFICULT TO INFLUENCE.

LET US PROPERLY SET THE SAILS FOR YOUR INVESTMENTS.

Focus on Quality Made in Switzerland Resilience Wealth Preservation State-of-the-art Infrastructure

Latest insights

Market Compass 06/24 –
Financial Markets on a High (again)

Market Compass 05/24 –
From “Buy the Dip” to “Sell the Rally”

Market Compass 04/24 –
Easter rally in equity markets

Market Compass 03/24 –
Persistent inflation fails to crash the party

Market Compass 02/24 –
US equity markets heading to new highs

Market Compass 01/24 –
Falling bond yields make for an euphoric end to the year

WE CANNOT DIRECT THE WIND…

Generating performance and preserving wealth in challenging markets.

In today’s market environment, driven by inflationary tendencies, the fear of recession, and geopolitics, both institutional investors and private clients face the challenge of efficiently implementing a diversified investment strategy. 

The quest for performance is pushing many market participants into increasingly illiquid and difficult-to-value investments.

Few are thinking specifically about how difficult it might be to close out such positions should global markets continue to be challenging.  

Anyone who invests assets for future generations treads a different path.

 

... but we can adjust the sails.

UNCOMPROMISING stance TOWARD QUALITY. Holistic Investment approach. Active Risk and Position management.

We combine fundamental (“good story”) and technical (“good chart”) valuation criteria along the entire investment process.

We pay attention to active, benchmark-independent positioning in line with the investment environment at all times.

We employ active risk management to build wealth and preserve the asset base which is essential for future returns.

We evaluate each opportunity from a quality perspective and ask ourselves at all times, “Can we sleep well at night knowing we own shares in this investment?”

 

Experience. Conviction. Being rooted.

Foresight. Discipline. Integrity.

Tramondo Investment Partners AG is the investment arm of a Swiss multi-family office group that has been in existence for over 45 years and is an asset manager of collective investment schemes regulated by the Swiss Financial Market Supervisory Authority (FINMA). 

The firm is a member of the Alliance of Swiss Wealth Managers.

We act in an entrepreneurial, independent and cost-sensitive manner in all our investment decisions.

Due to our local roots and global investment focus, we are an ideal partner for both institutional clients and private clients.

And the power of Partnership.

As the investment boutique of partner company Dr. J. Bollag & Cie. AG, an established multi-family office, we are oriented towards the needs of entrepreneurial families, trusts and foundations. Thanks to this collaboration, Tramondo’s clients enjoy seamless access to tax, law and corporate services.

INTRO-VIDEO

TRAMONDO IN THE SPOTLIGHT

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)

 

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