TrinityBridge

Who we are

We’re here to support our clients wherever life leads them - from consolidating finances today to planning for retirement and beyond, as well as paving the way for future generations. We believe clarity is the bridge to the enduring relationships and trust we build with them. It shapes our core services around investment management and financial planning. 

What we do

Our approach to wealth management is strategic – recognising the essential relationships that exist between our clients, their investment managers and their professional advisers. Our research-led, multi-asset class investment management services are geared to generate the best possible returns for each client. Our financial planning services are considered and long-term in outlook – designed with financial freedom and security in mind. With teams and offices across the UK - from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer financial clarity wherever and whenever our clients need us.

Strategies

Sterling £

Bespoke Multi Asset

TrinityBridge Bespoke strategy aims to maximise risk-adjusted returns through the economic cycle, in a tax efficient manner, which protects client assets against inflation.

We do this by constructing multi asset, multi region portfolios to gain maximum advantage from the benefits of diversification. We are also active managers of direct securities as we use our global, institutional quality, research resources to navigate the capital markets.

Our investment philosophy is to invest, long-term, in companies with sustainable business models at attractive valuations compared to their growth trajectory while controlling downside volatility.

MANDATES

  • Low Risk • low

  • Medium Risk • medium

  • High Risk • high