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DirectoryFinance & InsuranceExternal Asset ManagementWollerauTriatlum Advisors AG
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Triatlum Advisors AG

Summary

About the company

The core activity of Triatlum is the provision of investment management and advisory services, particularly the development of customized, multi-asset-based strategies for high net worth private clients and institutional investors. This also includes risk management, asset management, financing, corporate governance and succession planning.

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Products & services

Industry:External Asset Management
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Asset Management
Bespoke multi-asset strategies, asset management for global investors, portfolio monitoring and calibration, risk profiling, capital preservation and long-term growth.
Investment Advisory
Unbiased investment advice, strategy design aligned to return expectations, risk tolerance, time horizon, liquidity needs, tax profile and investment restrictions.
Asset and Liability Advisory
Asset and liability advisory for clients’ specific profiles, including consideration of liquidity, tax profile, restrictions and family wealth objectives.
Financing Advisory
Financing advisory as part of the firm’s client services, supporting tailored solutions within broader wealth and portfolio planning.
Succession Governance & Planning
Succession governance and planning for family wealth, supporting intergenerational preservation and responsible transfer of assets.

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Location

Sihleggstrasse 23
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-409.485.315
Founded
2024 · 2 years
Last commercial register change
August 11, 2025
Employees
11 to 20

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