Tricio provides high-quality, independent and, above-all, personalised investment support for professional wealth managers and advisers. By working closely with you and understanding your investment philosophy and process we can help you add value for your clients.
What we do
Our Tricio CIO service gives ongoing, on-demand support tailored to your investment needs. You and your team will get our thoughts and ideas directly on a regular basis, to help your firm achieve the best performance for your clients. We are proud of our ’Ask a Buddy’ service where clients can raise any issues at any time – anything from questions on economic data or trends, on portfolios, on asset allocation, hedging strategies and more.
Our Investment Process Support service helps you develop and document a robust investment process, to meet regulatory requirements and client expectations.
Our White Label or bespoke publications service will design, write and produce regular publications for your clients to your specifications and deadlines.
Our Tricio Insights service provides our regular suite of publications to you and your staff so that you are fully informed of economic, market and industry trends.
Our philosophy
As advisors, we are committed to listen carefully to clients’ needs, and to be straight-talking and clear in our answers and suggestions. Our advice is independent: we are not tied to any product or service provider. We believe achieving successful investment outcomes requires discipline, a relentless focus on quality and a strong international orientation.
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Discipline: The investment process must be disciplined, rigorous and careful, always recognising the trade-offs between risk and return and the realities of liquidity management.
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Quality: The investment process must focus on quality – the quality of the underlying businesses, the quality of the market securities and, for funds, the quality of the investment managers.
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International: We believe that not only are there great opportunities around the world for returns and diversification, but that it is risky to focus excessively on the UK.
Our story
We spent our careers before Tricio at firms including American Express Bank (AEB), Standard Chartered, Bank of America and HSBC. We regularly delivered research, strategy papers and presentations for our colleagues and clients, ranging across the whole spectrum from private bank customers and investment committees, to corporate treasuries and hedge funds.
Clients would come to us with a wide range of questions on everything to do with investment management, including economic data and events, asset allocation, market movements, investment product selection and risk management. We helped our colleagues and clients with making and implementing decisions, advising on investment funds, structured products and portfolio strategies. The emphasis was on taking controlled risks in the market in order to achieve positive returns. Time frames ranged from weeks to years.
We realised that if we combined our skill sets, we could provide financial advisors and investors with a truly integrated, independent view of markets together with actionable solutions. The final investment decisions are still very much with our clients. But we aim to provide the very best information and perspective possible, always being a helpful Buddy. We take great pride in helping clients understand the risks and opportunities that investing and hedging entail, so that they can achieve their goals.