About us

Our Firm

Retro Fund Management AG is an independent investment management firm headquartered in Zurich, Switzerland. Since our establishment in 2007, we have been dedicated to the responsible management of capital for private and institutional clients.

With more than eighteen years of operating history, the firm has developed a disciplined, long-term approach to investment management rooted in Swiss financial principles of prudence, stability, and professionalism. Our focus is on delivering structured solutions that are aligned with client objectives and evolving market conditions.

Our Heritage

Founded in Zurich, Retro Fund Management AG has grown steadily while remaining true to its core values. From the outset, the firm was established to operate independently, free from the constraints of large banking groups or product-driven platforms.

This heritage allows us to maintain objectivity in our investment decisions and to place our clients’ interests at the centre of everything we do. Our longevity reflects a consistent commitment to careful governance, disciplined processes, and long-term relationship building.

Our Approach

We believe that successful investment management requires a clear framework, sound judgement, and disciplined execution. Our approach is characterised by:

A long-term perspective focused on sustainable value creation
Structured risk assessment and portfolio diversification
Careful selection of investment strategies aligned with client mandates
Ongoing monitoring and review
Each client mandate is managed individually, with solutions tailored to specific objectives, risk profiles, and time horizons.

Independence & Responsibility

Independence is fundamental to our identity. Retro Fund Management AG is not affiliated with banks, insurers, or proprietary product providers. This ensures that our advice and investment decisions remain objective and aligned with client interests.

We recognise our fiduciary responsibility and act with discretion, integrity, and accountability in all client relationships.

Governance & Professional Standards

Retro Fund Management AG operates within the Swiss financial market framework and adheres to recognised standards of governance, compliance, and professional conduct.

Our organisational structure and internal processes are designed to support transparency, risk management, and responsible investment oversight. We place strong emphasis on internal controls and adherence to applicable regulatory and self-regulatory requirements.

Our Clients

We work with a select group of private individuals, families, and institutional counterparties who value:

Stability and long-term orientation
Discretion and confidentiality
Personal service and continuity
Clear governance and transparency

Our boutique structure allows us to build long-standing relationships based on trust and mutual understanding.