Tricio Investment Advisors Ltd
Financial Services
London, City of, United Kingdom
16 employees
- Employees
- 16
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Tricio Investment Advisors Ltd Overview
- Headquarters
- London, City of, United Kingdom
- Website
- tricio-advisors.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2020
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Tricio Investment Advisors Ltd
Tricio Investment Advisors Ltd. was founded by three highly experienced investment specialists who used to work with different financial institutions: from banks like HSBC, American Express and Standard Chartered to boutique wealth managers and specialist fund managers. Based on the "investment buddies" experience and service we provided clients across multi-asset classes globally, Tricio is set up to provide high-quality, independent and, above all, personalised investment support for professional wealth managers, investment teams and advisers. Tricio is committed to listen carefully to clients’ needs, and to be straight-talking and clear in our answers and suggestions. By working closely with you and understanding your investment philosophy and process we can help you add value for your clients. Our advice is independent: we are not tied to any product or service provider. We believe achieving successful investment outcomes requires discipline, a relentless focus on quality and a strong international orientation. The three founding directors of Tricio have global experience and wealth of knowledge on different types of investments, including stocks, bonds, foreign exchange, commodities, funds, ETFs, alternative investments, structured products, DFM and model portfolios. We frequently present in conferences and lead training courses. Please visit our website and find out more about us, and see how we can help you and your clients build investments.
Tricio Investment Advisors Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Tricio Investment Advisors Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Monica Yang | Msc Management at Ucl |
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| Grace Tam | Finance & Operations Manager (Part-time) Tricio Investment Advisors Limited | United Kingdom |
Email
Phone
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| Gerry Celaya | Director and Chief Strategist at Tricio Investment Advisors Ltd | London Area, United Kingdom |
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| John Calverley | Founding Director and Chief Economist at Tricio Investment Advisors Ltd | Markham, Ontario, Canada |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Executive
2 profiles
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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