Other services

​In addition to our standard modules we can offer further support to your investment process if required, drawing on our expertise in a wide range of areas. Always independent we are here to help.
 

  • In depth financial product research

  • Bespoke thematic economic and investment research

  • Training on economic cycles, indicators, financial instruments and investment products

  • Compliance and best in class regulatory oversight on investment process, PROD and related COBS rules Input into your in-house publications on a ‘white label’ basis

  • Structured product solution design and research

  • Investment fund development, indexing design and ETP/ETF construction

  • We actively engage with IFA networks and professional investment management “clubs” and associations, providing independent investment insights and support, including training on different investment topics

  • Tricio can work with independent IFA pools and clubs to provide a special combined CIO service where appropriate Please contact us for details

Contact us for more information with the form in the footer below, or email us at info@tricio-advisors.com

Tricio Investment Advisors Ltd

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T +44 (0)20 3855 5830

E info@tricio-advisors.com

9/10 The Crescent,
Wisbech,
England,
PE13 1EH

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