A perfect equation

We help families, ambitious entrepreneurs, successful professionals and wealthy individuals to take care of their wealth.

After an in-depth analysis of your financial position, including an assessment of your risk profile and your specific family, tax and legal situation, we design an investment portfolio tailored to your own individual goals.

Our investment approach

Beyond how much risk you can tolerate or how much risk you can afford, we at TriLake Partners are more concerned with how much risk you need to take.

About

TriLake Partners Pte. Ltd. holds a Capital Markets Services Licence for fund management under the Securities and Futures Act.

Our team

The experienced founders together with the team in place are dedicated to your success.

 

Our services

Offering the same quality service and long-term relationships that our founding shareholders have developed over decades in Switzerland.

Discretionary investment management

Your portfolio is managed in accordance with your individual needs and our in-house investment strategy. We invest directly in equities, bonds and indirectly through collective schemes or other alternative vehicles with a constant awareness of the environmental, social and governance aspects of our role as a responsible global investor.

Investment advisory

TriLake Partners provides you with support in your investment process. You are the ultimate decision maker. Thereafter, we take care of all aspects of the transactions, from liaising with the bank to controlling the final execution costs.

Consolidation

We can provide you with a single unified report of all your different accounts/assets including non financial assets such as arts, jewelry, houses, land etc. Our in-house consolidation software can provide you with a tailor-made analytical reporting including performance report and cost analysis. You will also be able to integrate your non-bankable incomes such as property rentals.

Estate planning

We support you during the planning and structuring of your estate throughout your active lifetime and your retirement, as well as in preparing its transfer to the next generation.

Direct Investments

You can benefit from a number of global direct investment opportunities that we source  through our extensive global network.