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Your Investment Buddy

Tricio provides independent financial market insights and tailored support for wealth managers and advisers. We can work with you on portfolio construction, market strategies, risks and opportunities, client publications and more.

Experience, Insight, Solutions 

Three seasoned investment professionals with over 100 years of international market experience. We listen, we challenge, and we are willing also to be challenged, as an investment buddy should.

Tricio Insights

Independent weekly, monthly and our cornerstone Economics for Investment quarterly publications from the Tricio team. We provide market outlooks, asset allocations and investment themes. Actionable ideas and topical views to address the questions that your clients will be asking. Tricio also provides bespoke research as a 'white label' solution for weekly, monthly or occasional reports which will add value to your client relationships.

Tricio CIO

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 or corporate treasury needs.

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