Membres

TriLake Partners and MBMG Investment Advisory Announce Strategic Collaboration to Strengthen Cross-Border Wealth Management Services

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.

Paul Gambles, Founding Partner at MBMG Investment Advisory, said the collaboration addresses a longstanding gap between strategic asset allocation advice and implementation. Many clients, he noted, increasingly seek ongoing portfolio management once a strategic framework has been established, driving demand for discretionary solutions.

Under the collaboration, clients who meet specific criteria - including accredited investor status and suitability for discretionary mandates - may transition into TriLake’s discretionary management value proposition while retaining existing custody arrangements where appropriate.

Thailand’s evolving wealth landscape was cited as a key driver behind the move. The increased complexity and sophistication and greater cross-border exposures of Thai investors have created the opportunity at this time for the significant development and rapid evolution locally of an internationally focused external asset manager ecosystem. The collaboration reflects a broader industry trend towards cross-border models that combine local advisory expertise with offshore execution capabilities.

TriLake established a representative office in Thailand following extensive regulatory analysis and market development, positioning the firm closer to regional clients while maintaining discretionary execution from Singapore.

The collaboration also reflects a wider structural shift across Asia’s independent wealth advisory landscape, where boutique firms are increasingly aligning complementary capabilities rather than building full-service platforms internally.

Both firms said the objective is to enhance client outcomes while preserving independence and ensuring continuity of existing relationships.