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Trio Advisory AG, headquartered in Zurich, Switzerland, is an independent financial advisory firm established in 2014. They specialize in providing bespoke wealth management and family office services tailored to the needs of private clients and entrepreneurs. Their core offerings include financial advisory, investment management, and strategic asset allocation, focusing on long-term value creation and preservation. As an independent entity, Trio Advisory emphasizes objective advice and personalized solutions, building strong, trust-based relationships with their clientele.
Serves as the central hub for client consultations, investment strategy development, wealth management operations, and administrative functions for Trio Advisory AG.
Located in a professional office building within Zurich's renowned financial district, offering a discreet, secure, and highly accessible environment for high-net-worth clients. Facilities are designed for confidential meetings and sophisticated financial planning.
Characterized by a client-centric, collaborative, and highly professional environment. Emphasizes discretion, precision, expertise, and personalized service, aligning with Swiss private banking traditions and a boutique firm's agility.
Zurich is a leading global center for private banking and wealth management. The headquarters' location provides Trio Advisory AG with direct access to a deep talent pool, a sophisticated financial infrastructure, an international clientele, and a network of financial institutions.
While Trio Advisory AG's physical office is centralized in Zurich, Switzerland, the firm serves an international clientele. They provide wealth management and family office services to clients based in various countries, leveraging their expertise in cross-border financial planning and international investment landscapes. Their global service capability is supported by strong international networks and partnerships, rather than multiple physical branch offices.
Stockerstrasse 43
Zurich
Zurich
Switzerland
No additional office locations available.
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As of April 2025, Trio' leadership includes:
Trio has been backed by several prominent investors over the years, including:
Based on publicly available information and the firm's current leadership structure, there have been no major announced executive hires or departures at Trio Advisory AG in the last 12 months. The founding partners continue to lead the firm, ensuring stability and continuity in its strategic direction and client service.
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Trio Advisory AG likely utilizes standard professional email formats for communication. Common patterns for Swiss financial firms include [first_initial][lastname]@[companydomain] or [firstname].[lastname]@[companydomain]. These formats ensure professionalism and easy identification.
[first_initial][lastname]@trio-advisory.com (e.g., pkauffmann@trio-advisory.com) and [firstname].[lastname]@trio-advisory.com (e.g., patrik.kauffmann@trio-advisory.com) are highly probable.
Format
pkauffmann@trio-advisory.com
Example
90%
Success rate
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