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TriLake Partners

Independent Asset Manager Investment Manager

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

We provide discretionary and advisory investment management services to high-net worth individuals as well as family office services.

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.

TriLake Partners

Lucie Hulme
CEO

FACTS

Founded 2011
Ownership Private
Presence Local
No. of employees 9
Country of origin Singapore
Asia offices in SG
Fee class $ $ $ $ $
Suitable for clients with US$1 - 10 mil

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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