Tramondo Investment Partners AG

Tramondo in the News: finews.ch: Top-Meldungen, die führende Finanzplattform der Schweiz, berichtet über die Verstärkung unseres Teams durch Michael Thalmann und Roger Geissbühler als Senior Relationship Manager. Hier der Link zum Artikel: https://lnkd.in/dqf6aphf In ihrer Funktion werden Michael Thalmann und Roger Geissbühler für die Betreuung und Beratung von nationalen und internationalen Kunden zuständig sein. Beide sind äusserst erfahrene Experten mit jahrzehntelanger Erfahrung in den Bereichen Vermögensverwaltung und Portfolio Management. Michael Thalmann war zuvor Senior Relationship Manager bei einem führenden Schweizer Vermögensverwalter, wo er den Wealth Management-Bereich leitete. Davor arbeitete er sechs Jahre bei Investarit, zuletzt als Senior Portfolio Manager und Mitglied der Geschäftsleitung. Roger Geissbühler war vor seinem Eintritt bei Tramondo ein Jahr Senior Portfoliomanager bei demselben führenden Schweizer Vermögensverwalter. Zuvor war er 26 Jahre bei Investarit tätig, zuletzt als Senior Portfolio Manager und Mitglied der Geschäftsleitung. Die Neuverpflichtungen erfolgen im Kontext von Tramondos kundenorientierter Wachstumsstrategie, die gleichzeitig darauf abzielt, ein attraktives Umfeld für unternehmerisch denkende Relationship Manager zu schaffen. #wealthmanagement #portfoliomanagement #rmsolutions #careers #schweiz Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer

𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗺𝗽𝗮𝘀𝘀: 𝗧𝗵𝗲 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗶𝘀 𝗟𝗶𝘃𝗲! 🚀 Explore the latest trends and strategic insights in the October 2024 edition of the “Market Compass.” This issue delivers a comprehensive overview of the shifting dynamics in the global financial landscape, from China’s stimulus measures to key central bank actions. 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐒𝐭𝐢𝐦𝐮𝐥𝐮𝐬 𝐒𝐮𝐫𝐠𝐞: Discover how China’s “stimulus bazooka” led to a sharp rally in its equity markets and whether this could be a real game changer or just a short-term boost. 𝐅𝐞𝐝’𝐬 𝐉𝐮𝐦𝐛𝐨 𝐑𝐚𝐭𝐞 𝐂𝐮𝐭: Gain insights into the surprising 0.5% rate cut by the US Federal Reserve and its impact on markets, as the central bank shifts its focus toward stabilizing the economy. 𝐒𝐰𝐢𝐬𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐧𝐤 𝐌𝐨𝐯𝐞𝐬: Learn more about the Swiss National Bank’s third interest rate cut of the year and how it coincides with downgraded growth forecasts for Switzerland. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: Understand why Intel has captured market attention following rumors of a potential takeover and what that signals for the broader semiconductor industry. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤: Discover why we maintain a cautious approach towards equities, despite the recent rally, and continue to favor high-quality bonds as a strategic hedge. 𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐝𝐢𝐯𝐞 𝐢𝐧? 🔗 Download the full PDF here: https://lnkd.in/dx_Q3_ga Do not hesitate to contact us with any questions about the topics discussed. We are happy to assist you with our expertise. As always, we're here to assist you with our expertise. Please feel free to reach out with any questions you might have. Happy reading! #marketcompass #wealthmanagement #assetallocation #riskmanagement #investments Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers

𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗺𝗽𝗮𝘀𝘀: 𝗧𝗵𝗲 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗶𝘀 𝗟𝗶𝘃𝗲! 🚀 Explore the latest trends and strategic insights in the September 2024 edition of the "Market Compass." This issue provides a comprehensive overview of the shifting dynamics in the global financial landscape, capturing significant developments from Wall Street to the currency markets. Highlights Include: 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐞𝐧𝐭𝐢𝐦𝐞𝐧𝐭 𝐒𝐡𝐢𝐟𝐭: Learn how a recent disappointing US labor market report spurred recession fears, only for optimism to return mid-month as the US economy demonstrated robust growth. 𝐅𝐞𝐝 𝐌𝐨𝐧𝐞𝐭𝐚𝐫𝐲 𝐏𝐨𝐥𝐢𝐜𝐲 𝐏𝐢𝐯𝐨𝐭: Get insights into the Federal Reserve’s upcoming rate cut decision and what this shift from inflation control to supporting the labor market means for investors. 𝐒𝐭𝐫𝐨𝐧𝐠 𝐒𝐰𝐢𝐬𝐬 𝐅𝐫𝐚𝐧𝐜: Understand the factors behind the Swiss franc's remarkable comeback and its implications for global markets. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: Discover why Warren Buffett’s latest moves and the potential for high-quality bonds to outperform equities are capturing investor attention. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤: Find out why we maintain a cautious approach towards equities and favor a balanced strategy, combining defensive quality names with growth-oriented tech stocks. 𝐓𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠: Learn about our strategic asset allocation, including an overweight in high-quality corporate bonds and selective equity investments. Download the full PDF of our September 2024 Market Compass for an in-depth analysis and forward-looking guidance on navigating these dynamic financial markets. Ready to dive in? 🔗 Download the full PDF here: https://lnkd.in/d2wKmatr Do not hesitate to contact us with any questions about the topics discussed. We are happy to assist you with our expertise. As always, we're here to assist you with our expertise. Please feel free to reach out with any questions you might have. Happy reading! #marketcompass #wealthmanagement #assetallocation #riskmanagement #investments Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers

𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗺𝗽𝗮𝘀𝘀: 𝗧𝗵𝗲 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗶𝘀 𝗟𝗶𝘃𝗲! 🚀 This issue provides a comprehensive overview of the shifting dynamics in the global financial landscape, encapsulating major movements from Wall Street to the heart of Europe. Highlights include: 𝗦𝗲𝗰𝘁𝗼𝗿 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻: Discover how profit-taking in large-cap tech stocks has led to a shift towards previously neglected sectors, impacting indices like the Nasdaq 100 and Russell 2000. 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗦𝗲𝗮𝘀𝗼𝗻: Uncover the latest earnings trends and why certain sectors are under scrutiny, including a surprising twist for luxury goods manufacturers. 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺: Learn about the weakening economic activity in both the US and Eurozone, and which sectors are keeping growth alive. 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗕𝗮𝗻𝗸 𝗠𝗼𝘃𝗲𝘀: Get insights into the Federal Reserve's potential rate cuts and their expected impact on the market. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: Find out why we anticipate a cautious approach to equity markets and where we see potential opportunities amid current conditions. 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Discover our strategic asset allocation, including a focus on high-quality corporate bonds and selective equities poised for growth. Ready to dive in? 🔗 DOWNLOAD PDF Download the full PDF here: https://lnkd.in/ee4j9P_y Do not hesitate to contact us with any questions about the topics discussed. We are happy to assist you with our expertise. As always, we're here to assist you with our expertise. Please feel free to reach out with any questions you might have. Happy reading! #marketcompass #wealthmanagement #assetallocation #riskmanagement #investments Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers

🎾Es freut mich sehr mit Tramondo Investment Partners AG und Dr. J. Bollag & Cie. AG erstklassiges Tennis in unserer Heimatstadt Zug zu unterstützen.🎾 Ein grosses Dankeschön für den heutigen Abend am Dialectic Zug Open an die Organisatoren, Supporter und Spieler🙏 #ZugOpen #Tennis #Zug #Tramondo #OfficeBollag #InvestmentManagement #FamilyOffice #SwissMade Andreas Schranz, CFA Marco Hochuli Thomas Zumbühl Raul Teichmann

🎾 Join us for some first-class tennis this week! 🎾 Tramondo is proudly sponsoring this week’s Dialectic Zug Open! Join us for a thrilling tennis tournament with competitive matches, sportsmanship, and community spirit. #Tramondo #zugopen2024 #atpchallengertour #JoinUs

🌞📚 𝐃𝐨𝐧'𝐭 𝐦𝐢𝐬𝐬 𝐨𝐮𝐭 𝐨𝐧 𝐭𝐡𝐞 𝐓𝐫𝐚𝐦𝐨𝐧𝐝𝐨 𝐒𝐮𝐦𝐦𝐞𝐫 𝐑𝐞𝐚𝐝𝐢𝐧𝐠 𝐋𝐢𝐬𝐭 📚🌞 This summer, our carefully curated selection continues to take us on a transformative journey through the lessons of financial titans, the essence of risk, the shifting sands of geopolitics, and the profound ethical dilemmas of power and influence. 📖 Uncover the riveting saga of J.P. Morgan and his successors, who laid the very foundations of modern finance. 📖 Step into the mind of a seasoned investor and explore how embracing and managing risk can be the cornerstone of genuine financial success. 📖 Find out where Tim Marshall thinks smart money should go in a rapidly evolving world, influenced by geopolitical and environmental changes that redefine opportunities and challenges. 📖 Plunge into the high-octane world of a financial prodigy, whose meteoric rise and dramatic fall offer a powerful lesson on the volatile nature of high-stakes finance. 📖 Enter the surreal and morally complex world of Dürrenmatt's classic play, compelling us to ponder the ethical dilemmas faced by those who wield immense power and knowledge. Explore the full list and detailed summaries here: Tramondo Summer Reading List 2024 Here's the full list, with summaries that make the selection easier: https://lnkd.in/dHaZ5nDq Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer #SummerReadingList #Entrepreneurship #Investment #Finance #Geopolitics #Ethics #Legacy #WealthManagement

𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗺𝗽𝗮𝘀𝘀: 𝗧𝗵𝗲 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗶𝘀 𝗟𝗶𝘃𝗲! 🚀 This issue provides a comprehensive overview of the shifting dynamics in the global financial landscape, encapsulating major movements from Wall Street to the heart of Europe. Highlights Include: 𝗘𝗾𝘂𝗶𝘁𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝘃𝗲𝗺𝗲𝗻𝘁𝘀: Discover which tech giants drive the market and the groundbreaking initiatives propelling their stock prices to new heights. 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗦𝗲𝗮𝘀𝗼𝗻: Uncover the impressive earnings forecasts for the US S&P 500 and what they mean for valuations and future growth, especially within the tech sector. 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗧𝗲𝗻𝘀𝗶𝗼𝗻𝘀: Learn about the latest developments in US-China trade tensions and their potential impacts on global markets. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Find out why market breadth is narrowing and why caution is advised in the current high-interest-rate environment. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: Get our detailed outlook for equity markets this summer, including anticipated consolidation phases and key factors to watch for in interest rate movements. 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Discover where we see selective opportunities, particularly in high-quality corporate bonds and promising sectors like communication services and IT. This report is essential for understanding the nuances of market movements and preparing for potential shifts. Ready to dive in? 🔗 DOWNLOAD PDF Download the full PDF here: https://lnkd.in/dRFM3X8r As always, we're here to assist you with our expertise. Please feel free to reach out with any questions you might have. Happy reading! #marketcompass #wealthmanagement #assetallocation #riskmanagement #investments

🌞📚 Introducing the Tramondo Summer Reading List 2024! 📚🌞 This summer, our carefully curated selection takes you on a transformative journey through the lessons of financial titans, the essence of risk, the shifting sands of geopolitics, and the profound ethical dilemmas of power and influence. Uncover the riveting saga of J.P. Morgan and his successors, who laid the very foundations of modern finance. Step into the mind of a seasoned investor and explore how embracing and managing risk can be the cornerstone of genuine financial success. Find out where Tim Marshall thinks smart money should go in a rapidly evolving world, influenced by geopolitical and environmental changes that redefine opportunities and challenges. Plunge into the high-octane world of a financial prodigy whose meteoric rise and dramatic fall offer a powerful lesson on the volatile nature of high-stakes finance. Finally, enter the surreal and morally complex world of Dürrenmatt's classic play, which compels us to ponder the ethical dilemmas faced by those who wield immense power and knowledge. Here's the full list, with summaries that make the selection easier: https://lnkd.in/dHaZ5nDq Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers #SummerReadingList #Entrepreneurship #Investment #Finance #Geopolitics #Ethics #Legacy #WealthManagement

Tramondo Management Offsite above the City of Zurich 🏔: Gloomy Weather & Clear Visions! Together, we are ready for the future! 😉 🚀🙌