A safe haven for entrepreneurial
relationship managers
Would I knowingly choose my current employer again today?
Stay or go?
How many hours go into administration, internal processes and office politics that hold me back – and that my client gains nothing from?
And why am I being pushed to represent solutions that are not always the best ones for the client?
Every good relationship manager asks themselves questions like these.
For your next step, you want a flexible and collaborative foundation. A long-term home that lives up to your high standards.
So that it once again pays to devote yourself fully to your clients.
You've come to the right place.
Tramondo Investment Partners AG is the investment arm of a multi-family-office group with almost 50 years of history.
For ambitious relationship managers seeking a new challenge, we have been one of the first names to consider in Switzerland for years.
Tramondo offers the environment you have in mind for your next step.
Please scroll on.
WHAT IT'S ABOUT - At a glance.
Get to know us and our approach in this video (in German).
Tailwind from day one.
Alignment of interests for a long-term partnership.
An efficient setup that allows productive work with clients. From day one.
Your benefits:
- FINMA-regulated umbrella with institutional infrastructure
- Dedicated investment competence centre
- Operations and risk-management support
- Robust compliance and AML/KYC processes
- Relief in middle/back office, reporting and administration
- Modern IT and wealth-management infrastructure
- Prestigious offices in Zug and Zurich
Thanks to many years of market development and consistent investment in marketing and communications, Tramondo today enjoys exceptionally high market visibility in Switzerland.
Your benefits:
- A consistently professional presence thanks to in-house and external marketing expertise
- Strong market visibility through systematic PR and media work, social media activity and events
- A range of professional publications creates regular touchpoints across the entire client and prospect book
You bring investment expertise. With us, you meet like-minded sparring partners who are active in the global markets every day.
Your benefits:
- Investment hub with an experienced team of investment professionals
- Daily exchange with sparring partners who are active in the markets
- Multi-asset expertise
- In-house fund platform (UCITS/AIF structures)
You profit from a proven service network that is exclusively oriented towards the complex needs of entrepreneurs and discerning private clients.
Your benefits:
- Full access to intra-group family office services with a track record of close to 50 (bollag.ch)
- Access to tax and legal advice as well as accounting services tailored specifically to entrepreneurs and high-net-worth private clients
- Attractive terms thanks to long-standing relationships with a broad range of external service providers (including custodian banks and specialised law firms)
The next step.
Confidentiality.
Actively guided onboarding.
Realistic expectations.
Have we caught your interest? Then the next steps are remarkably simple. It matters a great deal to us that the move from your previous professional environment to ours is as smooth and pleasant as possible.
After getting in touch with our Partner and COO (see below), the details are discussed across several conversations. During this phase, you will deal only with members of Tramondo’s executive management.
The following topics will be discussed with the utmost confidentiality:
- Overall procedure and support from Tramondo during the onboarding process, including the individual milestones
- Rights and obligations when transferring the client book as well as the right way to deal with retention team
- Contractual aspects, both in relation to the old employer, the Tramondo setup, and the migration of existing client contracts
- The support and personal coaching you can expect in moving to a long-term partnership
Wicky Meyer is a Partner, member of the Executive Board and Chief Operating Officer (COO) of Tramondo. Enquiries submitted via the form below reach him personally and are treated with the utmost confidentiality – or contact him directly on +41 79 406 33 04.
