A PERFECT EQUATION
We combine the traditions of Swiss private banking with our expertise on the fast-growing and entrepreneurial economies of Asia.
Offering the same quality service and long-term relationships that our founding shareholders have developed over decades in Switzerland, we help wealthy individuals, families, ambitious entrepreneurs and successful professionals to take care of their wealth.
YOUR WEALTH MANAGERS
Your portfolio reflects your personal goals, expectations and risk requirements. Our goal is to help you optimize it.
We understand and efficiently cater for the dynamic and the ever-changing needs that come with high-net worth. That’s why we focus on three areas of expertise: discretionary investment management, investment advisory, and family office services.
OUR EXPERIENCE
TriLake Partners was established in 2011 by partners of three leading and highly reputable Swiss independent asset management companies.
TriLake was named after our leading independent asset managers all located around three famous lakes in Switzerland: Forum Finance in Geneva, Boccard & Partenaires SA in Neuchatel and Avalor Investment in Zurich. Together we have a remarkable track-record and know-how.
5BILLION
USD combined AUM
TOP5%
Switzerland Independent Asset Managers
125YEARS
combined experience
