TRINITY WEALTH ADVISORY AG
Swiss Financial Advisory of its own Class
Investment
Advisory Scope
Through banking and financial relationships, we provide access to our clients, including those with a language barrier that denies them to have access to alternative investment offerings beyond traditional long-only solutions. This may include fundamental and quantitative market neutral funds, arbitrage strategies, options overwrite programs, commodities, and diversified real estate funds.
We work with clients to understand their specialized investment needs and customize solutions for them.
We will have clients with excellent financial status, fully compliant and will help to design fixed income accounts that match their liabilities, meet a desired yield or duration profile, or exclude specified industries or securities with our financial partners or banks.
Trinity has developed specialist service offerings including advise on Asset Allocation, Investment Advisory, Family Governance, Estate and Tax Planning, Corporate Advisory, M&A and Private Placement.
Trinity is increasingly being used to work as external advisors on lasting settlements such as successions, trusts and foundations and for clients now seeking financial investments globally.
Middle Market
Direct Landing
Projects need funding. Banks are increasingly restrictive. Liquidity is tight.
Trinity works exclusively with a few of the worlds best funded privately held lending institutions, providing project lending with a business oriented approach.
If you have substantial collateral to offer, we can fund your project within a maximum of 90 days after signing of the lending agreement.
Corporate
Credit
Corporate Credit is in some countries becoming a rare product. Banks are more and more reluctant to finance SMEs and even Mid-Size Companies,
Basel III and other regulations and balance sheet requirements make it somtimes very difficult to receive corporate funding. Trinity advises its clients on alternatives to classical Bank Credit and Financing. Balance-Sheet independent funding, by organizing sufficient collateral to apply for alternative and unexpensive Project Funding. This is the right way to go, for many and sometimes the only way to achive the set goal.
Private Equity
Our approach differs from traditional private equity firms. These firms often look towards improving the prospect’s profits and overall financial wellbeing as they move towards positioning the company for resale. It’s an approach that holds little value for the investee company. We advise on private Equity investments by keeping the culture and ownership in hands of its founders and empower the growth of their company by injecting long term capital for the stable development of the company.
Real Estate
Trinity Wealth Advisory AG is an expert in several Central- and South European Real-Estate Markets such as Switzerland, Germany, Austria, Croatia, Italy and Spain. As an Advisor we can help Investors to source, locate and acquire landmark projects in these countries, but what is more even support the project funding from the beginning of the journey.
Distress Capital
Investment
Distressed Capital usually is packaged in products for very wealthy and institutional investors. We can advise governments, banks and other institutions with distressed portfolios, how to re-finance them and how to get their balance-sheets in order.
Strategic
Partnerships
Trinity Wealth Advisory AG equity products are powered by its global network of dedicated investment professionals and co-partners, as well as our relationship with our banks, based in strategic locations throughout the world and the emerging markets. We operate independently and advise on Emerging Market and Global equity investment strategies.