Wealth management for private clients and familiesManaged with respect for what it took to build.
Discretionary and advisory mandates, retirement solutions and a complimentary second opinion, for entrepreneurs, families and private clients who think long term.
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Who we work with
Your wealth deserves the same standards you used to create it.
Our clients have built their success through independent judgement, high standards and a long horizon. They value a personal relationship, a portfolio built around their objectives and a team that stays the same over the years. We bring the same principles to managing their wealth.
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Four ways to work with us
Built around your objectives.
Discretionary mandate
We make the day‑to‑day investment decisions on your behalf, within a strategy you have defined and approved. Benchmark-independent, quality-focused and fully transparent.
Advisory mandate
You keep every investment decision; we bring research, risk analysis and concrete recommendations, and act only with your consent. For clients who prefer to stay hands‑on.
Retirement and pension solutions
Long‑horizon strategies for second- and third-pillar capital, integrated with your wider wealth structure and tax position.
Portfolio Health Check
A complimentary second opinion on an existing portfolio, free of charge and without obligation.
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What our clients gain
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Confidence in your investment strategy and the people managing it, and the freedom to focus on your business, your family and what matters most to you.
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Family office services
Your wealth. Seen as a whole.
Within our group, Dr. J. Bollag & Cie. AG provides legal, tax, trust and structuring expertise. Together we coordinate it with your investments: wealth succession, family governance, asset protection and cross-border matters, in one coherent strategy and with one point of contact.
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Portfolio Health Check: a complimentary second opinion
A complimentary, confidential review of how your portfolio is positioned, what it costs and how well it matches your objectives. You receive a written assessment, yours to keep.
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Questions and answers for private clients
01What ways of working with Tramondo are there for private clients?
Private clients can choose a discretionary mandate, where Tramondo makes the investment decisions within an agreed strategy; an advisory mandate, where the client decides with Tramondo's analysis and recommendations; retirement and vested-benefits solutions; or a Portfolio Health Check of an existing portfolio. Family office services from Dr. J. Bollag & Cie. AG can be added.
02How does a discretionary mandate work at Tramondo?
Tramondo agrees an investment strategy with you that fits your needs, your asset structure and the risk that suits you. Within that framework, Tramondo makes the day‑to‑day investment decisions, monitors the portfolio actively and reports to you regularly. The focus is on robust, highly liquid investments with an emphasis on quality and on limiting setbacks in difficult markets.
03How does an advisory mandate work at Tramondo?
In an advisory mandate you make the investment decisions. Tramondo supports you with analysis, market assessments and concrete recommendations, and only carries out a transaction with your consent. You also benefit from a broad investment universe, cost‑efficient products and reduced transaction fees.
04What is Tramondo's Portfolio Health Check?
In the Portfolio Health Check, Tramondo's investment team analyses your existing portfolio thoroughly. You receive concrete, easy‑to‑implement recommendations on how to align your investments with your objectives and reduce costs. The Health Check is free of charge and without obligation.
05Where are my assets held when Tramondo manages them?
Your assets stay in an account in your own name at a custodian bank. Tramondo manages the mandate with a limited power of attorney; any transfer out of your account needs your consent.
06How is Tramondo paid?
Tramondo is paid by a base fee only, invoiced transparently every quarter; the model depends on the service. Any retrocessions are passed on to you, and there are no front‑end loads, so Tramondo's interests stay aligned with yours. Preferential terms negotiated with custodian banks often cover a significant part of the fee.