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DirectoryFinance & InsuranceHolding CompaniesZurichRetro Fund Management AG
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Retro Fund Management AG

Summary

About the company

Retro Fund Management AG is an independent investment management firm providing discretionary asset management, investment advisory, portfolio structuring and fiduciary oversight for private and institutional clients. The firm applies a disciplined, long-term investment approach with emphasis on risk management, transparent reporting and regulatory alignment.

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Offering

Products & services

Industry:Holding Companies
✓ Offered5
Discretionary Asset Management
Professional portfolio management under agreed mandates, including day-to-day investment decisions, portfolio construction, ongoing monitoring, diversification, regular reporting and transparent communication.
Investment Advisory
Strategic guidance and investment recommendations for clients who retain final decision-making authority, with advice tailored to objectives, risk tolerance and investment constraints.
Portfolio Structuring & Strategy
Portfolio structuring, strategic asset allocation, portfolio reviews, optimisation, risk and exposure analysis, aligned with long-term goals, time horizons and constraints.
Ongoing Monitoring & Reporting
Continuous portfolio monitoring, regular reporting and periodic reviews covering portfolio composition, performance, risk exposure and alignment with client objectives.
Fiduciary Oversight
Governance support, disciplined execution and fiduciary responsibility within agreed investment frameworks, with attention to client protection, transparency and oversight.
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Location

Grubenstrasse 25
8045 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.895.181
Founded
2007 · 19 years
Last commercial register change
November 6, 2025
Employees
1 to 10

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