At Retro Fund Management AG, we provide a focused range of investment management and advisory services designed to meet the needs of private clients, families, and institutional counterparties.
Our services are delivered with a strong emphasis on discipline, transparency, and alignment with client objectives. Each mandate is structured individually and managed within a clearly defined framework.
We offer discretionary asset management services for clients seeking professional oversight of their portfolios within an agreed mandate.
Under a discretionary mandate, we assume responsibility for day-to-day investment decisions, portfolio construction, and ongoing monitoring, while adhering strictly to predefined investment guidelines and risk parameters.
Key elements include:
This service is suited to clients who value professional management, continuity, and a long-term investment approach.
For clients who wish to retain final decision-making authority, we provide investment advisory services.
In an advisory capacity, we offer strategic guidance, market insights, and investment recommendations, while execution decisions remain with the client. This approach allows clients to benefit from professional expertise while maintaining direct control over their investments.
We assist clients in structuring portfolios and investment strategies tailored to their specific goals, time horizons, and constraints.
This includes:
Our focus is on building coherent, resilient portfolios that support long-term financial objectives.
We place strong emphasis on transparency and accountability. Portfolios are monitored continuously, and clients receive regular reporting designed to provide clear insight into portfolio composition, performance, and risk exposure.
Reporting is tailored to client preferences and may include periodic reviews and discussions.
We act with a strong sense of fiduciary responsibility in all client relationships. Our role includes providing oversight, governance support, and disciplined execution within the agreed investment framework.
All services are provided with discretion, professionalism, and continuity. Our boutique structure allows us to maintain close client relationships and deliver personalised service at every stage of the investment process.