Triasima Portfolio Management

Triasima Private Wealth is designed for professionals, business owners, senior executives, and other individuals whose assets require particular attention. The service allows you to delegate the comprehensive management of your financial assets to a team of professional managers, just like major institutional investors do. It is the most personalized service in portfolio management.

Triasima is a company of entrepreneurs. We are proud of what we have built, we are passionate about our work, and we invest all our efforts in serving our clients. That’s why we start by understanding you: how you got to where you are, the things that are important to you – your ideals. We then propose an investment plan that you can follow with complete peace of mind, knowing that our team has their sights trained on your objectives.

It starts with you: We take your family and business circumstances into account before developing an investment policy for you.

Full service, full access: You enjoy access not only to our team of expert advisors but also to our team of portfolio managers.

Support and follow-up: We will communicate with you as frequently as you wish. If you experience a change of circumstances that may affect your portfolio, we can make any necessary adjustments quickly.

An integral part of your team: At your request, we will work closely with your other advisors – tax lawyer, accountant, notary, or others – or we can offer you access to our own network of experts.

First-rate security and administration: We focus on managing your assets, entrusting your securities to the custody of some of the largest financial institutions in the country. Your assets are registered in your name and kept completely separate from those belonging to Triasima or to your custodian.

Competitive fees: As a Private Wealth client, you benefit from a fee schedule that is generally much more advantageous than the usual competing management solutions.