We work in total independence vis-à-vis brokers,
custodians, banks, financial institutions and
analysts. It allows us to choose our investment
vehicles, across all asset classes, without
We adapt our management methods and
asset allocation to the particular situation
of each of our clients. Together with them,
we determine an investment profile that
perfectly matches their expectations, yield objectives or risk aversion.
Trillium SA was established in 2002 as an independent asset management company based in Geneva offering its customers tailored wealth management services. In 2010, Trillium was granted from FINMA, the Swiss Financial Market Supervisory Authority, an Asset Manager licence in accordance with the Collective Investment Schemes Act (CISA). Integrity, transparency and focus to customer needs are our fundamental principles.
We presently manage our Swiss umbrella fund, Manavest. Mutual funds are investment vehicles with a defined investment profile outlined in the prospectus. The investor can subscribe units of mutual funds that reflect his investment objective.
Trillium offers its management services on the basis of mandates to meet the specific needs of these institutions, whether it be balanced portfolios, dedicated to a particular asset class or subject to sector or geographical bias.