Triatlum Advisors
Wollerau-based investment management and advisory firm for UHNW families: bespoke multi-asset strategies, risk management, financing advice and succession governance.
Identity
- HEADQUARTERS
- Wollerau, Switzerland
- OFFICES
- Genève, Switzerland
Investment approach
Overview
Triatlum Advisors AG is an investment management and advisory firm based in Wollerau (canton Schwyz) with a branch in Geneva. It builds bespoke multi-asset strategies around each client's risk profile, works with banks chosen by the client and does not sell in-house products. Services include asset and liability advisory, asset management, financing advisory, board representation and succession governance and planning; the team sits on family councils of the global investors it advises. The firm also supports children's medical charities through the Triatlum Foundation.
Investment thesis
Capital preservation coupled with inflation-adjusted long-term growth, with risk management placed above all else.
People
- Raymond CheaibCEO · source
- Dr. Christian G. ZellerChairman and Founder · source
Frequently asked questions
Triatlum Advisors is a multi family office based in Wollerau, Switzerland.
Triatlum Advisors does not publicly state whether it puts its own money into companies or invests through funds.
Triatlum Advisors invests in Mobility & Logistics, Fintech and Climate & Energy.
Key people at Triatlum Advisors include Raymond Cheaib (CEO) and Dr. Christian G. Zeller (Chairman and Founder).