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TriLake Partners
TriLake Partners in Singapore-based independent asset management company holding a Capital Markets Services Licence for fund management under the Securities and Futures Act.
ABOUT
TriLake Partners was established in 2011 by finance professionals, partners of three leading and highly reputable Swiss independent asset management companies:
- The Forum Finance Group (Suisse) SA, Geneva
- Boccard & Partenaires SA, Neuchatel
- Avalor Investment AG, Zurich
The experienced founders together with the team in place are dedicated to your success.
Lucie Hulme
CEO
FACTS
SERVICES
Advisory Investment Management
A fixed fee is charged per annum
Clients can pay an all-in annual fee.
Discretionary Investment Management
Lending
Insurance
Wealth Planning
Other Services
WEALTH'S OPINION
TriLake Partners has a strong Swiss heritage, drawing from the founders and partners of three prominent Swiss independent asset management companies who founded and are active in running the business. One of the team's strengths lies is in its growing network of in the region that includes entrepreneurs, Family Offices and HNW families in Thailand, Hong Kong and the Philippines.
Why Trilake?
1
Proven Track Record
Strong experience of its founders drawn on to offer bespoke solutions to clients
2
Relationships
The firm has built its reputation on putting the interest of its clients first and fostering strong relationships
3
Robust Standards
Strong compliance and audit protocols via KPMG and Deloitte
TriLake Partners
TriLake Partners in Singapore-based independent asset management company holding a Capital Markets Services Licence for fund management under the Securities and Futures Act.
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