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 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, 2024, the company had 117 private fund accounts investing in domestic assets, with total assets under management (AUM) increasing from THB 2,709 million at the end of 2023 to THB 3,072 million at the end of 2024, reflecting a 13% growth year-over-year. Despite ongoing concerns over market volatility driven by geopolitical tensions in the Middle East and the South China Sea, escalating trade wars, a slower-than-expected economic recovery in China, and persistent weakness in the real estate sector the global economy continued its gradual recovery. Key factors supporting investment sentiment included declining policy interest rates and inflation in major economies, prompting some clients to increase their equity exposure both in the Thai market and internationally. The company also attracted new clients who entrusted it with additional funds. Meanwhile, some investors opted to reduce their stock market exposure, leading to portfolio adjustments.


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