Leading Swiss Financial portal Finews reports on our strategic capture of expanding opportunities in Australia
Tramondo Investment Partners AG was featured in a Finews.ch article highlighting our strategic expansion in Australia following Credit Suisse’s exit from the market and UBS’s subsequent scaling back of Australian operations post-merger.
The article details our appointment of Christian Wolperth in December 2023, who brings 16 years of Australia-focused wealth management experience from Credit Suisse. His relationships with clients—many of whom had maintained accounts with Credit Suisse for 40-50 years—provide valuable continuity in a market disrupted by institutional changes.
Some additional context:
Market disruption creates opportunities – Credit Suisse, once the dominant Swiss bank serving Australian clients, has disappeared following UBS’s takeover. With UBS closing Credit Suisse’s Australian desk, clients face their second Swiss banking relationship disruption after UBS’s own 2016 Australian exit.
Strategic positioning through trust-based relationships – Tramondo builds long-term trust through personalized service for sophisticated Australian investors. Our growth through referrals demonstrates that authentic relationships outperform aggressive expansion strategies, especially during institutional transitions.
Tapping multi-family office expertise & tailored investment solutions – Dr. Jacob Bollag’s Melbourne-based office, Dr. J. Bollag Australia, reinforces a key advantage of this network. As part of the Dr. J. Bollag & Cie. AG group, it forms part of an integrated structure. Offering Australian clients direct access to Swiss expertise while addressing local needs has resulted in organic growth with a strong momentum. Clients come to us through recommendations.
Swiss stability as a strategic asset – Australian clients increasingly value Switzerland’s political stability and strong currency while navigating domestic political uncertainties and China tensions, aligning naturally with our Swiss-based approach to wealth preservation and asset protection.
