At Retro Fund Management AG, we work with a select group of private and institutional clients across Switzerland, Europe, and the Middle East.
Our client relationships are built on trust, discretion, and long-term alignment of interests. We focus on maintaining enduring partnerships rather than pursuing volume-driven growth, allowing us to deliver consistent, high-quality investment oversight.
While headquartered in Zurich, our activities are international in scope. We advise and manage mandates for clients located across multiple jurisdictions, including:
Our cross-border experience enables us to work effectively with internationally mobile clients, families, and institutions, while maintaining Swiss standards of governance, professionalism, and confidentiality.
We serve a carefully selected client base, including:
Regardless of geography, our clients share a common preference for stability, discretion, and disciplined capital management.
Each client mandate is structured individually and reflects specific objectives, risk considerations, and jurisdictional requirements.
Mandates typically define:
This structured mandate-based approach ensures clarity, consistency, and accountability throughout the investment process.
Depending on client preference and regulatory considerations, mandates may be structured on either a discretionary or advisory basis.
In both cases, we act with discipline, independence, and a strong fiduciary mindset.
Working with international clients often involves coordination with external advisers, custodians, and counterparties across different jurisdictions. We are experienced in operating within such frameworks and place strong emphasis on clarity, documentation, and ongoing communication.
Our role is to provide structured oversight and continuity within a cross-border context.
We view our role as a long-term investment partner rather than a transactional service provider. Our boutique structure enables close client relationships, continuity of service, and consistent oversight across market cycles, regardless of client location.
Confidentiality is fundamental to our way of working. All client relationships are handled with the highest level of discretion, and client information is protected in accordance with Swiss standards of confidentiality and data protection.
Client names, portfolio details, and mandate specifics are never disclosed.
Clear, transparent communication is an essential element of every mandate. Clients receive regular reporting and maintain direct access to their primary contact at the firm.
We encourage open dialogue and ensure that clients remain informed about portfolio developments and strategic considerations at all times.