Who we are
FORESIGHT. DISCIPLINE. INTEGRITY.
ZUG, SWITZERLAND, BASED INVESTMENT BOUTIQUE WITH A 45-YEAR HISTORY
Tramondo Investment Partners AG is the investment arm of a multi-family office group that has existed for over 45 years. We are at home in the heart of the old town of Zug, Switzerland.
WHAT WE STAND FOR
Individual and efficient solutions for demanding customers. Discipline in the investment process. Transparent and fair fees. Long-term partnerships with alignment of interests.
OUR INVESTMENT PHILOSOPHY
Independent investment decisions. Transparent and liquid strategies with an attractive risk-return profile. A highly disciplined approach to risk.
INSTITUTIONAL SETUP
Asset manager of collective investment schemes licensed by the Swiss Financial Market Supervisory Authority FINMA. The auditors are PricewaterhouseCoopers AG.
Holistic thinking
As a multi-family office in co-operation with Dr. J. Bollag & Cie. AG focused on integral solutions for the individual needs of business families, trusts and foundations.
Stronger together.
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.
In addition, our customers can draw on a trustworthy and extensive network built up over decades and our international expertise to obtain customised solutions.
EXPERIENCED TEAM
PERSONAL COMMITMENT AND OUTSTANDING PROFESSIONAL COMPETENCE. IN DAILY PRACTICE FOR THE LONG-TERM SUCCESS OF OUR CUSTOMERS.
Raphael Müller is the Chief Executive Officer of Tramondo Investment Partners Ltd. and is a member of the Investment Committee.
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.
Wicky Meyer is the Chief Operating Officer (COO) and Chief Financial Officer (CFO) of Tramondo Investment Partners AG and a member of the Management Board.
Kevin is responsible for Risk Management and Operations at Tramondo Investment Partners 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.
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.
Gianluca Dell’Acqua 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.
Marco Hochuli is a Senior Relationship Manager Family Office at Tramondo Investment Partners AG. In this role, he is responsible for servicing and advising national and international family offices.
Mikiko Lampert is a Senior Relationship Manager at Tramondo Investment Partners AG. In this role, she is responsible for servicing and advising international private clients and family offices.
Christian Wolperth 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.
Roger Geissbühler is a Senior Relationship Manager at Tramondo Investment Partners AG. In this role, he is responsible for the support and advisory of national and international private clients.
Michael Thalmann is a Senior Relationship Manager at Tramondo Investment Partners AG. In this role, he supports and advises national and international private clients.
Benedikt Popp is Senior Portfolio Manager at Tramondo Investment Partners AG. In this role, he is responsible for equity analysis/selection and is a member of the Investment Committee.
Daniel Schlänger is a Portfolio Manager at Tramondo Investment Partners AG. In this role, he is responsible for developing and implementing investment strategies and managing client portfolios.
Cyrill Z'Graggen is an Investment Solutions Manager for Tramondo Investment Partners AG. In this role, he is responsible for supporting, advising, and developing institutional client relationships.
Benedict Haecker is a Junior Analyst at Tramondo Investment Partners AG. In this role, he supports client advisors and the investment team in the analysis and implementation of investment solutions.
Iris Elsener is responsible for Accounting at Tramondo Investment Partners AG. This role entails corporate accounting, payroll and preparing tax returns.
INDEPENDENT BOARD OF DIRECTORS
INDUSTRY VETERANS WHO ARE HIGHLY REGARDED BEYOND THE SWISS FINANCIAL COMMUNITY. GUARANTORS OF CONTINUITY AND CORPORATE GOVERNANCE.
Norbert Biedermann is Chairman of the Board of Directors of Tramondo Investment Partners AG.
Dr. iur. Dr. h.c. Josef Bollag is a member of the Board of Directors of Tramondo Investment Partners AG.
Rolf Helbling is founder and CEO of Carnot Capital, an asset manager focused on energy and resource efficiency.
Urs Klingelfuss has been Vice-Chairman of the Board of Directors of Tramondo Investment Partners AG since its foundation.
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)
REGULATORY INFORMATION
AN ADDITIONAL BUILDING BLOCK OF TRUST. FOR OUR CUSTOMERS AND PARTNERS.
SUPERVISORY AUTHORITY
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.
Eidgenössische Finanzmarktaufsicht FINMA
Independent investment decisions. Transparent and liquid strategies with an attractive risk-return profile. A highly disciplined approach to risk.
FINSA CLIENT INFORMATION
OMBUDSMAN
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.
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20, 8001 Zürich
+41 44 552 08 00
info@finos.ch
www.finos.ch
Compliance Partner
An elementary building block of trust for our clients and partners.
At Tramondo Investment Partners AG, we draw on the expertise of SwissComply for our outsourced compliance services.
SwissComply provides us with a comprehensive solution for today’s and tomorrow’s regulatory challenges. SwissComply’s many years of expertise open up new opportunities for us and create real added value for our company. SwissComply understands our specific requirements as a FINMA-licensed asset manager of collective investment schemes and fits seamlessly into our workflows. Their expertise allows us to focus on our core business while ensuring that we fulfil all regulatory requirements.
This partnership strengthens our position as an independent asset manager and helps to ensure that we can continue to offer our clients innovative and reliable solutions in the future.
