OUR SERVICES

We believe in optimized risk, not the lowest risk; in customized portfolio, not model portfolio and in client relationship, not customer accounts.

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.We help you to optimize your overall portfolio, regardless of whether we manage all or part of it.

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.

Investment Advisory

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

Direct Investments

With TriLake-Partners you can benefit from a number of global direct investment opportunities that we source  through our extensive global network.

Consolidation

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.

TriLake Partners - Wealth Managers - Singapore

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.

YOUR ADVANTAGES AT A GLANCE

Trustworthy

We have a strong history and experience of our principles. We are licensed and regulated by the Monetary Authority of Singapore.

TRANSPARENT

We monitor banks and management fees with full transparency. Thanks to our strong relationship with multiple banks, our clients benefit from very competitive rates.

Personal

Your portfolio reflects your personal goals, expectations and risk requirements.

Independent

We act independently and are not beholden to any bank or product provider.

FLEXIBILE

We understand and efficiently cater for the dynamic and ever changing needs of high-net worth individuals.

Sustainable

We believe that incorporating environmental, social and corporate governance factors into our investment thought process is beneficial to financial performance.