Your Investment Buddy
Building investments with Professional Investors. Independent insight and tailored support for wealth managers and advisers. Risks and opportunities, portfolio construction, market strategies and more.
Experience, Insight, Solutions
Three seasoned investment professionals with over 90 years of international market experience. We listen, we challenge, and we are willing also to be challenged, as an investment buddy should.
Weekly, monthly and quarterly publications from the Tricio team providing market outlooks, asset allocations and investment themes. Regular short and punchy video podcasts on our investment views and market trends. Actionable ideas and topical views to address the questions that your clients will be asking.
Regular on-line meetings bespoke to the needs of your investment process, and our 'Ask a Buddy' service give you full access to our experienced CIO team. You can also add one or more investment support modules tailored to your wealth management, financial advisory and corporate treasury needs.