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 35 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
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
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
What are the performance opportunities for your portfolio in an environment of rising interest rates? How can your assets be protected against prolonged inflation? How can costs and effort be saved without compromising on quality?
An independent and discerning assessment of your investment portfolio is particularly important in times of great economic uncertainty. Our investment experts conduct a rigorous reality check of your portfolio using proprietary tools and analyses.
As a result, you receive concrete, easy-to-implement recommendations on how to optimally align your investments and reduce costs in the process.
Custodian banks
We work free of conflicts of interest with renowned institutions in order to provide our clients with preferential conditions.
fees
We communicate simply, clearly and transparently when it comes to our remuneration.
