Trillium SA, founded in 2002, is a fully registered Swiss independent asset management company based in Geneva. The company specialises as an asset management and investment advisory company.
Trillium holds an asset management licence from the Swiss Financial Market Supervisory Authority, FINMA, under the Collective investment schemes act (CISA). The management team is composed of Marc Amyot and Jacques Fournier.
Within the scope of individual asset management, the financial services provided by Trillium are subject to the Swiss Code of Conduct for the exercise of the profession of independent asset manager of the Swiss Association of Asset Managers (SAAM). The Code of Conduct is recognised by the Swiss Financial Market Supervisory Authority (FINMA). Within the scope of collective asset management, Trillium respects the rules of conduct enacted by the Swiss Fund & Asset Management Association (SFAMA). Trillium is directly supervised by FINMA.
Trillium manages client portfolios held at their custodian banks in accordance with a written power of administration limited to the management of assets. Trillium concludes with its clients a written portfolio management contract that determines the scope of the mandate, as well as the rights of the client.
Trillium is also the promoter and manager of the Swiss regulated umbrella fund, Manavest. The fund currently has two sub funds: Global Balanced, a global balanced and diversified asset allocation fund based in Swiss franc whose main objective is to generate long term capital growth. Global Equity, an equity fund based in Swiss franc that invests in medium and large sized companies worldwide and are leaders in their respective field of activity.