Our personalised service offers regular in-depth meetings where we address your investment needs and concerns, together with our ‘Ask a Buddy’ service – access to our specialists where we provide bespoke answers to your queries, as an ‘Investment Buddy’ should. You can also add investment support service modules, so you can benefit the most from the experienced Tricio team building great investments with you for your clients.

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At the regular investment committee meetings we will go through the economic and market outlook with you, identify risks and opportunities, and address any issues you have. We will discuss and strive to answer all your questions, and are able to provide follow up information and thoughts as necessary. Our ‘Ask a Buddy’ service gives you the opportunity to raise any issue with us at any time, whether following on from the regular meeting or a new question. Just drop us an email and we will come back to you quickly with our responses (by email or if you prefer by phone or special webinar). We maintain a dialogue with you as a valued team member or ‘investment buddy’ to support you all the way.

Our additional modules can offer tailored insights into asset allocation, independent views into your investment process and regular investment meetings, help you with investment selection and analysis, and provide investment product and solutions development, along with risk analysis.