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Trion Invest
Trion Invest is a Bern-based multi-family office managing public and private portfolios for families across Europe and North America.
Trion Invest
Trion Invest operates as an owner-managed asset manager in Bern. Bruno Tanner and Michael D. Klossner established the firm to provide wealth solutions focused on capital preservation across generations. The approach remains independent of proprietary product sales. Investment mandates cover public equities through four named strategies: Trion, Trion Momentum, Trion Dividenden and Trion Schweiz. The firm also manages the Responsible Global Brands fund. Private-market exposure includes private equity, private credit and real estate. Geographic reach centers on Europe with additional allocation to North America. Investment stages include distressed and value-add opportunities. The firm maintains three real-estate vehicles: Investron Immobiliengesellschaft AG, Titus Immobilien AG and Trion Office AG. Anna König heads pension services. Memberships include the Handels- und Industrieverein des Kantons Bern and Business Networking Roundtable. Governance centers on a partner-led board that retains direct oversight of mandates. The structure avoids external fund commitments in favor of internal portfolio construction.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Bern
Corporate office
Bern, Switzerland
Principals
Bruno Tanner
Partner, Member of the Board, and Chief Investment Officer
Michael D. Klossner
Partner and Member of the Board
Daniel Wirz
Partner
Jan N. Eckmann
Partner
Roger Croll
Partner
Yannick Gaschen
Partner
Anna König
Head of Pension Services
Sector focus
Frequently asked questions
Who runs investment decisions at Trion Invest?
Bruno Tanner serves as Chief Investment Officer and sits on the board alongside co-founder Michael D. Klossner. Additional partners participate in mandate oversight.
Does Trion Invest participate in fund commitments or only direct deals?
The firm prefers direct investments and avoids complex financial instruments. It also acts as portfolio manager for its own Swiss-domiciled funds.
What investment stages does Trion Invest typically target?
Confirmed stages include distressed, distressed and turnaround, and value-add.
Which sectors does Trion Invest focus on?
Sector exposure includes healthcare services, industrial tech, energy transition and renewables, agritech and foodtech, proptech, and mobility and transportation.
Where does Trion Invest invest geographically?
The firm allocates across Europe and North America.
How is Trion Invest related to its real-estate vehicles?
It controls Investron Immobiliengesellschaft AG, Titus Immobilien AG and Trion Office AG, all located at Dufourstrasse 29 in Bern.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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