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Frequently Asked Questions

Tricio CIO

  1. Is the Tricio CIO service flexible? Yes. We have a standard service which is detailed on this website, but we can tailor the service to meet your precise needs.

  2. Do you visit clients in person? With our Tricio CIO offering, we usually aim to visit clients in person at least once a year. But to bring you the benefits of all our expertise and keep costs down we will generally use video conferencing with you and your colleagues. 

  3. Will you attend our regular in-house asset allocation or investment committee meeting? Subject to scheduling we can certainly attend your meeting through a video conference and we can be an active participant in all your discussions on your investments. Alternatively, your meeting with Tricio can be an additional meeting to your regular process. 

  4. What is the charge for Tricio CIO?  Our base service provides our Tricio Insight publications, the Ask a Buddy service and the quarterly meetings. We also offer additional modules as detailed on the 'Other Services' page under the Services button (see here). To discuss your needs please contact us.

  5. What happens at the quarterly meeting? That is very much up to you but with most clients we begin with a presentation tailored to your investment needs, covering economic and market views, and then discuss whatever areas of your investment requirements that you choose. This meeting is fully interactive and we encourage you to ask as many questions as you want. Most clients will have questions on market risks and forecasts to help them manage money, or model asset allocation or investment lists. We can help you with any of these. The aim is to make the meeting fully responsive to your needs so you and your team can discuss with us any investment issues you have or your clients bring up with you. 

  6. How long does the quarterly meeting last? We have no set time and are flexible depending on your needs. 1½ to 2½ hours is typical but some may run longer or be done in segments.

  7. How does your Ask a Buddy service work?  Once you join us as a client we provide you and other agreed members of your staff with a dedicated email address to contact us. If you have a question for us at any time just email us and we will get back to you as soon as we can. We will normally respond by email or message, but you can also specify if you prefer a telephone or video call to discuss.

  8. What questions can you answer on your Ask a Buddy service? We aim to be a ‘virtual CIO’ for you and can answer questions ranging from economics issues, market issues, asset allocation, specific financial products, risk management and hedging, and much more. Obviously some very specific questions about individual investments may need more work and we will tell you immediately if we think this is the case.   

  9. What do you mean by ‘virtual CIO’? The typical chief investment officer in an investment firm is an expert on markets and investments and is responsible for overseeing the whole investment function of the organisation. We can provide that if you want it, but our usual role is to provide support to a CIO (or similar role) and help the in-house CIO by being their ‘buddy’ that they can trust and lean on. We can provide expert input on economics, markets and almost all aspects of the investment process.

  10. What aspects of investment support do you not cover? We don’t hold client money and/or act as custodian for client assets. We restrict any investment advice to professional investors and eligible financial institutions only. We also don’t give opinions on certain ‘specialist’ areas of the investment world, for example: cryptocurrencies, fine wine, expensive watches, expensive art, stamp collecting, vintage cars, antiques and the like. 

Tricio Insights

  1. Why would my firm need publications? Large firms can afford research departments or staff supporting the CIO who have the time to prepare regular publications. Smaller firms don’t have the resources. Or sometimes they think they do but meeting publication deadlines alongside all the other demands of the job proves too much of a strain. This is how we can help. For a fraction of the cost of a research team we can prepare very high quality publications, using our experienced team which will pass muster with the best of the big banks and investment houses. This can help raise the level of your firm..

  2. Will it be a publication from my firm or a Tricio publication? It is entirely up to you and we don’t mind either way, subject to the necessary regulatory disclaimers. If you prefer it to be under your firm’s name (pure white label) we will prepare the publication in your format and provide it to you ready to distribute. It can mention Tricio in the small print, or not, as you please. Alternatively it can be a Tricio publication which you distribute as a service to your clients.

  3. Who prepares the format? Again we are fully flexible but usually the client prepares the format once we have agreed on how many pages etc. That way it will have the necessary corporate look, including fonts, logos etc. But we can help and advise if required, drawing on our long experience with numerous publications for different firms. Alternatively, if you wish, we can engage with a designer (for a charge) and produce something for you.

  4. Will it meet regulatory requirements? Yes. We will make sure it has all necessary disclaimers. We also know from experience what type of content is acceptable to regulators.

  5. What frequency of publication is best? This depends very much on your firm and clientele. We have prepared weekly publications for a money manager and monthly publications for a family office. For an Independent Financial Advisor a monthly or quarterly frequency may be best.

  6. Can you prepare content for our website? Yes. Obviously regular publications can be posted on websites as well as distributed. But we can also prepare materials solely for the web including updates, commentary, blogs etc as required.

Tricio Insights

  1. How can I subscribe to Tricio Insights? You can subscribe to Tricio Insights on our website. You will be asked to complete your personal details including your email address and confirm a few legal declarations. We will then first sign you up as a site member. In some cases, you may receive a separate email to ask you to confirm your email address. After you have confirmed your email address and your site membership, you will be brought to a payment screen. You need to enter your details again, because this goes to the payment services that we use to facilitate payment using credit or debit cards. To subscribe now, you can click here now. If you run into any problems in signing up or paying, please contact us with this form, or call us on the number that you find on the top of our website.

  2. How do I receive your publications? Tricio delivers the publications online. As each publication is released we will send you an email with the link to the publication. As you have become a site member and have subscribed, you can see all our publications including previous ones in our members only area. You can access that area by clicking Client Login on the top of the website, followed by the details (including passwords) that you entered when you first signed up. The Client Login button will then be switched to your name. You can now hover over your name and go to 'My account'. You will see your publications on the left. If you need to receive hard copies, please contact us (note that this could incur additional charges).

  3. Why do I need to become a site member before I can subscribe? The website has been set up so that you must become a site member before you can subscribe to Tricio Insights. The site member feature will allow us to bring out additional services and tools in future that will be exclusive to registered clients.

  4. Can Tricio Insights be sent on to my clients? Absolutely not. It is strictly for professional clients only and can only be viewed by the recipient. However, if you are looking for ‘white label’ content for your website or publications, this is part of our other services. Please contact us.

  5. When are the publications released? The Weekly Talking Points is published early Monday morning (UK). The monthly Insights is published in the first week of the month while the quarterly Economics for Investment is published in the second week of January, April, July and October. 

  6. What should I do if I don’t receive a publication? Contact us immediately at You can also view the publication by logging in to your account (see question 2 above)

  7. How can I cancel my subscription? Contact us at All cancellations are subject to our Terms & Conditions.

  8. Are my personal details safe? Tricio needs to comply with GDPR and you can find our data protection policy in our Terms & Conditions and Privacy Policy. Tricio does not store your password, credit or debit card details in our systems. We will not ask you for such details when we talk to you over the phone, email or other means. If someone claiming to be Tricio asks you for such details, please decline and immediately inform us at

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