Independent advice, backed by investment conviction.

Strategy defines what wealth must achieve. Research informs how capital is deployed. Two services, one discipline.

Strategic Wealth Advisory

We define the direction.

For owners, entrepreneurs and families facing consequential decisions.

We help clients define what their wealth is meant to achieve, organise it as one whole and keep every adviser and provider aligned with that direction. One accountable strategic lead maintains the complete picture and challenges decisions as circumstances change.

Areas we cover

  • Wealth direction and governance
  • Personal CIO and investment strategy
  • Consolidated oversight
  • Bank and adviser coordination and negotiation
  • Succession and structuring

Outcome: one coherent strategy for your entire wealth.

Investment Advisory and Research

We provide the investment intelligence.

For private investors, family offices and independent advisers seeking support when deploying capital.

We provide independent research and advice across public and private markets, tailored to the client's existing portfolio, objectives and decision process. An engagement may range from one defined question or a second opinion to ongoing investment advice.

Areas we cover

  • Tailored investment research
  • Personalised investment advisory
  • Asset allocation and portfolio construction
  • Fund and manager selection
  • Second opinions

Outcome: researched, actionable investment decisions.

Three ways to begin.

Start where it matters. No obligation to continue.

A defined project.

A diagnostic or design engagement. Fixed fee, agreed in advance, with a written deliverable at the end.

Ongoing strategic oversight.

An annual retainer. We hold the whole picture and remain accountable for whether it still matches your intention.

An investment mandate.

Your capital managed to a defined strategy, through a FINMA-licensed partner, with the same research and the same independence.

The TRIVIUM Method

Advice. Research. Conviction.

Advice

We take responsibility for the whole picture, not one part of it. One person remains accountable for whether your wealth still matches your intention.

Research

We do our own work. A dedicated investment team provides fundamental, quantitative and systematic research rather than repackaging a bank’s view.

Conviction

We turn complexity into clear recommendations and put our name behind them. Where we cannot demonstrate an edge, we say so and select the best specialists we can find.

Our commitment to clients

No custody.

We do not hold your assets. They remain with the banks and custodians you choose. We monitor and challenge those providers on your behalf.

No third-party payments.

We accept no retrocessions, introduction, placement or distribution fees from banks, managers or product providers.

No product commissions.

Our revenue is the fee agreed with you.

If you are wondering whether our approach matches your situation, the simplest way to find out is a direct conversation.

Book a first conversation