TRIVIUM · Strategic Wealth Advisory · Zurich
Wealth is a means.
Intention defines the end.
Philosophy
Intentional Wealth
What is your wealth intended to achieve, beyond preservation and performance?
Entrepreneurs create wealth through intentional action. Yet once created, wealth is often fragmented across banks, standard products and uncoordinated advisers.
TRIVIUM takes the owner's strategic seat at the table. We hold the whole picture, so capital remains a tool to shape the future rather than a passive finish line. You built your wealth intentionally. Manage it the same way.
Services
Four pillars, organised around intention
01
Define — the grammar of fact
We audit legacy portfolios, map multi-jurisdictional assets, untangle corporate structures and codify governance. The outcome is a full asset inventory and an explicit statement of intent.
02
Design — the dialectics of strategy
Conflict-free strategic asset allocation, risk-budget modelling and tail-risk scenarios, stress-tested against a multi-generational timeline.
03
Deploy — the rhetoric of execution
Mandate execution, institutional pricing negotiation, manager selection and coordination with legal and tax counsel. Every fee challenged.
04
Calibrate — perpetual alignment
Dynamic equilibrium: macro cross-examination, consolidated reporting and quarterly institutional oversight of every provider you pay.
The Trivium operating method
The classical Trivium — grammar, dialectics, rhetoric — was a toolkit for disciplined thought: decode reality, remove noise, act. It becomes a modern wealth discipline.
01
Advice — The Grammar of Wealth:
Adding value by mastering the facts before a single investment is chosen
Wealth structure, liquidity, family governance and multi-jurisdictional constraints, mapped in full before strategy begins.
One person accountable for the whole picture, holding banks, mandates and advisers to the stated intent.
02
Research — The Dialectics of the Market:
Adding value by doing our own work instead of relaying the bank's view
Independent quantitative analysis, signal testing and bias filtering by a dedicated team of three analysts and one investment professional.
Strategic and tactical allocation, stress scenarios, fund and manager diligence, systematic equity scoring.
03
Conviction — The Rhetoric of Action:
Adding value by translating research into decisive, accountable recommendations
Complexity translated into clear written recommendations, with our name on them. One neck on the line.
Quarterly institutional oversight that keeps the architecture true as circumstances change.
The founder
Marco Schaller founded TRIVIUM after thirty-five years in tier-one wealth management and investment banking: BIL (Suisse), Rothschild & Co, UBS Global Wealth Management and SBC Warburg.
"I saw the same gap every time: entrepreneurs and families with real complexity, served by product-driven models that were never built for them. TRIVIUM exists to change that."
Behind the advice sits a dedicated quantitative team. Senior judgement, institutional rigour, without the family office payroll.
How clients engage
Fixed-fee diagnosis, post-exit strategy or wealth architecture review. Written deliverable in 30 to 90 days.
An independent retainer holding banks and mandates accountable to your intention.
Dynamic Growth and Top Equity mandates via Swiss AMC wrappers with a FINMA-licensed partner.
The independence guarantee
01
Zero custody
We will never hold your assets. Custody remains with the banks you choose, and we hold them to account.
02
No retrocessions, no kickbacks
No introduction, placement or distribution fees from any provider. Any rebate obtained is passed to you in full.
03
No product commissions
Our only revenue is the fee you agreed to. Total fiduciary alignment, verifiable by anyone.
Start with one question: what is your wealth intended to achieve?
If that question does not have a short answer yet, that is the conversation to have. Direct to the founder, no mailing list, no sales sequence.
Direct to the founder. No mailing list, no sales sequence.
TRIVIUM Strategic Wealth Advisory
Bahnhofstrasse
CH-8001 Zurich
marco.schaller@trivium.ch
Office +41 44 000 00 00