Independent asset management
We provide discretionary asset management and investment advisory services. Our local presence provides us with a unique perspective and a first-hand information edge on the region.
TriLake Partners Pte. Ltd. is a Singapore-based wealth management company holding a Capital Markets Services Licence for fund management under the Securities and Futures Act.
TriLake Partners was established in 2011 by finance professionals, partners of three leading and highly reputable Swiss independent asset management companies:
The Swiss experienced founders together with the team are dedicated to your success.
Our investment approach
We believe that each client has a unique set of circumstances and risk-return objectives. We add value by clarifying investment policy, building and managing your portfolio to maximise the chances that your wealth will be sufficient to achieve all your stated objectives.
Each client’s portfolio should be designed around the client’s total assets, including those outside of TriLake’s purview. Our goal is to help you optimise your total portfolio, regardless of whether we manage all or part of the assets.
Our quantified portfolio-centric approach imposes discipline on our decision-making process and liberates our client from undue worry over short term movements of rates and prices. It minimises the compulsion to jump into over-exuberant markets and it clears the noise of tumultuous times to reveal valuable opportunities.
Optimised risk, not lowest risk. Customised portfolios, not model portfolios. Client relationships, not customer accounts.
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.
Note: Our clientele consists exclusively of “Accredited Investors” and “Institutional Investors” as defined in the Securities and Futures Act (Cap 289).