JC
James Chu
Founding Director at Tricio Investment Advisors
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Work Experience
Founding Director
Mar 2020 - Present · 4 years and 10 months
reyker
Director, Head Of Market And Investments
Jan 2014 - Oct 2019 · 5 years and 9 months
Reyker
Director, Head Of Market & Investments
Jan 2014 - Oct 2019 · 5 years and 9 months
Company Details
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.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
London, GB
Keywords
multi-asset strategiesAsset allocationMacroeconomicsInvestment researchInvestment strategiesDFMModel portfoliosInvestment fundsAlternative investmentsFixed income
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