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 and bonds, and indirectly through funds and similar collective investment instruments.
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.
Tax Advisory
By working with a range of reputable tax advisors across multiple markets, we can ensure you get personalised tax planning services.
WEALTH PLANNING & STRUCTURING
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. In addition, we provide advice on investment-linked life insurance products.
Portfolio Performance Reporting
We provide performance analysis reports of your investment portfolio that we manage and have the capability to generate a consolidated view of your overall assets with data sourced externally.
OUR SERVICES FOR PROFESSIONALS
Outsourced CIO Office
We provide dedicated investment resources to family offices, wealth management firms, and other institutions that prefer not to establish a full in-house CIO function or that seek a strategic partner for their Asian investment strategies. Acting as an extension of our clients’ investment teams, we deliver comprehensive CIO-style support tailored to their needs.
Our services include asset allocation, security analysis and selection, participation in investment committee meetings, regular market briefings, portfolio reviews with tactical recommendations, as well as the production of periodic market summaries, outlooks, and investor newsletters. This flexible model allows partners to access institutional-grade expertise while maintaining strategic control and operational efficiency.
AMCs AND COLLECTIVE INVESTMENT VEHICLES
We structure and manage Actively Managed Certificates (AMCs) across a range of thematic investment strategies, combining active portfolio management within a cost-effective solution.
In addition, we offer white-label investment solutions for banks, asset managers and institutional partners. Strategies can be implemented through AMCs, investment funds, or Variable Capital Companies (VCCs), providing a flexible and efficient framework to launch institutional-grade products under your own brand.
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 (MAS).
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. We help you to optimize your overall portfolio, regardless of whether we manage all or part of it.
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.