TriLake Partners, a fully MAS-licensed wealth management boutique based in Singapore and MBMG IA, a SEC-regulated advisory firm in Thailand have entered into a strategic collaboration designed to enhance cross-border wealth management capabilities for high-net-worth individuals, wealthy entrepreneurs and institutional clients across Asia.
The collaboration brings together TriLake’s Swiss-rooted independent asset management expertise and discretionary portfolio management capabilities with MBMG Investment Advisory’s Thailand-based advisory, structuring and holistic wealth planning services. Both firms will remain independent, with the arrangement structured as a strategic alignment rather than a transaction or ownership change.
According to Patrick Lauener, Chief Operating Officer at TriLake Partners, the collaboration reflects growing demand among clients for integrated solutions that move seamlessly from advisory design to ongoing discretionary implementation.
The partnership allows TriLake, which holds a Capital Market Services License (CMS), to extend its discretionary management proposition into a broader local context in the Thai market which has been historically dominated by brokerage and transactional models. It also enables MBMG Investment Advisory, which holds an Investment Advisory License, to offer discretionary portfolio management capabilities that were previously delivered through external providers.
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