Founder
Marco Schaller
Senior judgement with institutional investment experience. 35 years in wealth management and investment banking.
"You built your wealth intentionally. Manage it the same way."
Marco Schaller — Zurich
"Having spent decades at the heart of institutional wealth management 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."
Throughout thirty-five years navigating the top tiers of Swiss private banking, institutional investment banking, and independent advisory, one reality remained constant: true wealth protection requires senior judgement unclouded by commercial product distribution.
At TRIVIUM, there are no internal sales targets, no placement kickbacks, and no corporate bureaucracy. Marco Schaller directly leads every client engagement, backed by a specialised quantitative research team, ensuring absolute fiduciary alignment: one neck on the line.
Track Record
Distinguished Experience
A career grounded in Switzerland’s most prestigious wealth institutions and tier-one financial centres.
BIL (Suisse)
Head of Wealth Management, Member of the Executive Committee
Directed comprehensive private banking and wealth advisory operations, shaping strategic fiduciary solutions for international entrepreneurs and UHNW families.
Rothschild & Co
Head of Investment Services, Head of UK Private Clients
Oversaw bespoke discretionary mandates, cross-border multi-asset architecture, and dedicated advisory for prominent private clients.
UBS Global Wealth Mgmt
Global Head Transaction Products & Financial Intermediaries
Led global transaction product suites, structured capital solutions, and institutional governance for leading independent wealth managers and intermediaries.
Independent Intellect
Senior Judgement, Quantitative Depth
Behind Marco Schaller sits a dedicated in-house quantitative team: three analysts and an investment professional conducting systematic market diligence, bias filtering, and macro risk testing. Institutional rigor without the family office overhead.