Experts In Wealth Management
About Trivesta
Discover Trivesta – a trusted leader in financial services, delivering excellence and innovation for over 20 years.
About Trivesta
Trivesta
Trivesta Fund Pty Ltd (AR number 1274820) operates as a corporate authorised representative of Trivesta Funding Ltd (ACN 126 975 282). Trivesta Funding 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.
The Trivesta Commitment
Wealth Management Expertise
At Trivesta, we specialise in delivering tailored wealth management and alternative investment solutions for individual investors and high-net-worth families. 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
Johnny Zhong
FUND DIRECTORJohn Schwartz
COMPLIANCE MANAGERBen Kilmartin
COMPLIANCE AND RISK MANAGERWenlong Zhu
HEAD TRADERPanbo Ye
INVESTMENT COMMITTEE CHAIR & FUND AMBASSADOR
INTRODUCTION
Global Reach, Local Focus
From Sydney to our global network of 20+ offices, Trivesta combines international expertise with a localised approach, making us a partner you can trust in achieving your financial goals.
Strong & Stable Investments to Secure Your Future
We support your long term goals and aspirations.
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