Wealth Management

Private Funds and Mutual Funds

Trinity's Wealthy Portfolio managed by a team of knowledgeable investment managers. Ability and long experience in investing, including financial instruments, stocks, and other assets such as gold, etc., can select and combine investments perfectly and appropriately according to market conditions. It can generate consistent returns. 

"Trinity" was granted a private fund management license in August 2005, and in November 2005, the company began providing comprehensive wealth management, advice and investment advisory services. Wealthy portfolio and mutual funds are distributed by the Company, covering 11 leading asset management companies in the country. 

The Company provides a well-equipped work system. There is a clear and appropriate separation of duties between the fund manager and the operating department. The operation department will oversee and contact the custodian, including checking transactions, preparing reports, and reconciling assets with the custodian. The Board of Directors has assigned the Private Fund Management Committee to oversee and establish an appropriate investment framework. Investment risk management, including evaluating overall investment results to provide appropriate investment recommendations. The Company manages private funds with both domestic and foreign investment policies and invests in a variety of securities to meet the investment objectives of customers and diversify investment risks.



As of December 31, 2022, the Company had 91 private fund management accounts in Thailand, with total asset value changing from THB 4,678 million at the end of 2021 to THB 2,747 million at the end of 2022, or a 41% decrease in asset value from 2021. This is the direction of many major central banks that have resumed monetary tightening. In the form of a policy rate hike. The geopolitical conflict between Russia-Ukraine, China-Taiwan, as well as the impact of the zero-COVID policy in China have had a broader impact on the economy.

In respect of private funds that invest in foreign securities. The Company had 74 foreign investment private fund management accounts, down from 91 in 2021, with total assets down from $14.87 million. It was $6.45 million at the end of 2022, a decrease of 57% due to reduced customer investment and operating results. However, the return from the establishment of the fund in 2019 to the end of 2022 was 5.37 percent.  

Interested in Private Fund or Fund Distributors service, please call 0-2343-9532-33