Retro Fund Management AG is an independent investment management firm based in Zurich, Switzerland, providing disciplined and long-term oriented investment solutions to private and institutional clients.
Commercial Register No.: CH-020.3.031.602-8
UID / VAT: CHE-113.895.181
Founded in 2007, the firm brings over eighteen years of experience in capital stewardship, guided by Swiss principles of prudence, stability, and responsibility.
Our approach combines institutional discipline with a boutique, client-focused mindset, ensuring that each mandate is managed with care, discretion, and professionalism.
Our Philosophy
At Retro Fund Management AG, we believe that successful investment management is founded on trust, consistency, and a clear alignment of interests.
Our philosophy is centred on:
- Long-term investment strategies focused on sustainable value
- Structured risk management and capital preservation
- Thoughtful portfolio construction aligned with client objectives
We favour disciplined decision-making over short-term market speculation and focus on building resilient investment solutions over time.
Independent & Client-Focused
As an independent firm, Retro Fund Management AG operates without ties to banking groups or proprietary product platforms. This independence allows us to act solely in the interests of our clients and to offer objective, tailored investment solutions.
We value long-term relationships built on transparency, continuity, and mutual trust. Our boutique structure ensures personal service, responsiveness, and consistent oversight.
Governance & Regulatory Framework
Retro Fund Management AG operates within the Swiss financial market framework and adheres to established standards of governance, compliance, and professional conduct.
- Registered in the Swiss Commercial Register
- Headquartered in Zurich, Switzerland
- Member of a FINMA-recognised self-regulatory organisation (FINRA)
Our governance framework reflects Swiss best practice and is designed to support responsible investment management and client protection.
Our Services
We provide a range of investment management and fiduciary services, including:
Discretionary asset management
Investment advisory and strategic planning
Portfolio structuring and ongoing monitoring
Reporting and client communication
Fiduciary oversight and investment governance
All services are delivered with a strong emphasis on risk awareness, transparency, and alignment with client goals.
Why Retro Fund Management AG
Contact
Retro Fund Management AG
Grubenstrasse 25
8045 Zurich
Switzerland
emailinfo@retrofundmanagement.com
webwww.retrofundmanagement.com
Self-Regulatory Organisation
Commercial Register No.: CH-020.3.031.602-8
UID / VAT: CHE-113.895.181