TriLake Partners Forms Cross-Border Collaboration with MBMG Investment Advisory
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Singapore-based external asset manager TriLake Partners has entered into a cross-border collaboration with MBMG Investment Advisory, the independent, fee-based wealth division of MBMG Group.
The collaboration will combine TriLake’s discretionary portfolio management (DPM) capabilities from Singapore with MBMG Investment Advisory’s local wealth planning, advisory, and structuring services in Thailand. The arrangement aims to address growing demand among high net worth individuals (HNWIs) for cross-border investment solutions.
According to Paul Gambles, Co-Founder of MBMG Group and a member of TriLake’s marketing committee, demand for discretionary portfolio management services in Thailand has increased over the past decade, supported by rising investor sophistication and regulatory liberalization that has facilitated cross-border asset flows.
“The collaboration provides a global solution to investment challenges. Where clients require discretionary management, we can now offer a coordinated solution while maintaining our independent advisory role,” Gambles said.
The collaboration follows TriLake’s establishment of a representative office in Bangkok in 2023. Patrick Lauener, Chief Operating Officer of TriLake Partners, said the move reflects the firm’s intention to engage locally while delivering discretionary portfolio management services from Singapore under its Capital Markets Services (CMS) licence.
TriLake Partners was founded in 2011 by partners of three Swiss independent asset management firms: Forum Finance, Boccard & Partenaires, and Avalor Investment.
MBMG Group has operated in Thailand since 1996 and, through MBMG Investment Advisory, provides wealth planning, investment advisory, and structuring services to high net worth individuals, entrepreneurs, and families.
Singapore-based external asset manager TriLake Partners has entered into a cross-border collaboration with MBMG Investment Advisory, the independent, fee-based wealth division of MBMG Group.
The collaboration will combine TriLake’s discretionary portfolio management (DPM) capabilities from Singapore with MBMG Investment Advisory’s local wealth planning, advisory, and structuring services in Thailand. The arrangement aims to address growing demand among high net worth individuals (HNWIs) for cross-border investment solutions.
According to Paul Gambles, Co-Founder of MBMG Group and a member of TriLake’s marketing committee, demand for discretionary portfolio management services in Thailand has increased over the past decade, supported by rising investor sophistication and regulatory liberalization that has facilitated cross-border asset flows.
“The collaboration provides a global solution to investment challenges. Where clients require discretionary management, we can now offer a coordinated solution while maintaining our independent advisory role,” Gambles said.
The collaboration follows TriLake’s establishment of a representative office in Bangkok in 2023. Patrick Lauener, Chief Operating Officer of TriLake Partners, said the move reflects the firm’s intention to engage locally while delivering discretionary portfolio management services from Singapore under its Capital Markets Services (CMS) licence.
TriLake Partners was founded in 2011 by partners of three Swiss independent asset management firms: Forum Finance, Boccard & Partenaires, and Avalor Investment.
MBMG Group has operated in Thailand since 1996 and, through MBMG Investment Advisory, provides wealth planning, investment advisory, and structuring services to high net worth individuals, entrepreneurs, and families.
