We offer our tailored wealth management services on the basis of a discretionary mandate and an investment profile. We value the quality of the personal relationship that we establish with our clients.
Our management techniques and asset allocation are adapted to our client’s needs and expectations in terms of both return and risk. Trillium acts in total independence to brokers, custodians, banks and financial institutions. This, in turn, gives us the ability to focus on our client’s objectives.
Our services are subject to the Code of Conduct relative to the profession of independent asset manager as enacted by the Swiss Association of Asset Managers (SAAM).