The choice is always yours.
Our time, skill and experience are at your disposal in order to achieve your financial goals.
Discretionary investment management
How we work
Your assets are held and administered by a bank of your choice. Together, we assess your cash flow needs, risk tolerance and time horizon to implement the investment strategy best suited to achieve your personal objectives/financial goals. You choose how you want TriLake Partners to help you.
If required, we can assist you choosing the most appropriate private bank. We have long-standing and established relationships with most of the leading private banks and are always on the look-out for the best services available in the market.
Reputation and solidity of custodian banks, the level of service that they provide and – last but not least – their cost structure are key factors which must be considered. Obviously, we take these factors into account for all other third parties that we engage.
What are the advantages
Strong history and experience of our principals. Licensed and regulated by the Monetary Authority of Singapore.
Each client’s portfolio reflects his personal goals, expectations and risk requirements.
Alignment of Interests
We act independently and are not beholden to any bank or product provider.
We understand and efficiently cater for the dynamic and ever changing needs of high-net worth individuals.
We monitor banks and management fees with full transparency.
Thanks to our strong relationship with multiple banks, our clients benefit from very competitive rates.