experts in wealth management
A Trusted Leader In Financial Services For Over 20 Years
ABOUT
Trivesta Group
Trivesta Funds Pty Ltd (AR number 1274820) operates as a corporate authorised representative of Trivesta Capital Ltd (ACN 126 975 282). Trivesta Capital holds an AFS Licence 320497, authorising Trivesta to provide financial services related to managing the Fund, including access to select alternative investment opportunities tailored to meet the unique needs of our clients.
•
AFS License 320497
AFS License 320497
Authorised representative of Trivesta Capital Ltd
•
Based in Sydney
Based in Sydney
Serving clients across Asia-Pacific
•
Wealth Management Solutions
Wealth Management Solution
Navigate the complexities of the financial landscape
The Trivesta Commitment
Wealth Management Expertise
At Trivesta, we specialise in providing wholesale investors with access to alternative investment opportunities. Investments are offered exclusively to wholesale clients (as defined in the Corporations Act). Our comprehensive offerings are designed to safeguard and grow your financial future through a diversified range of traditional and alternative investment strategies.
Trivesta's fund management team consists of experienced professionals from diverse fields, including finance, legal, and taxation. With both local and international expertise, our team is well-equipped to navigate the complexities of the financial landscape, offering you exceptional guidance and support in areas such as alternative investments, portfolio diversification, and risk management.
Our Team of Experts
Craig Robertson
Craig Robertson
CHIEF EXECUTIVE OFFICER
Johnny Zhong
Johnny Zhong
FUND DIRECTOR
John Schwartz
John Schwartz
COMPLIANCE MANAGER
Ben Kilmartin
Ben Kilmartin
COMPLIANCE AND RISK MANAGER
Ron Zhu
Ron Zhu
HEAD TRADER
Panbo Ye
Panbo Ye
INVESTMENT COMMITTEE CHAIR &
FUND AMBASSADOR
INTRODUCTION
Global Reach, Local Focus
From our base in Sydney to our presence across the Asia–Pacific region, Trivesta combines international expertise with a localised approach, making us a partner you can trust in achieving your financial goals.
