Tricio Investment Advisors Ltd
Company Management

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
Industry
Financial Services
Employees
16
Founded
2020
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Monica Yang Msc Management at Ucl
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Grace Tam Finance & Operations Manager (Part-time) Tricio Investment Advisors Limited
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Gerry Celaya Director and Chief Strategist at Tricio Investment Advisors Ltd
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John Calverley Founding Director and Chief Economist at Tricio Investment Advisors Ltd
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Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Manager 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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