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Treble Peak for
wealth managers

Introduce your clients to new growth opportunities they might not have known were in reach, while expanding your own appreciation of the possibilities offered by private markets.

A diverse selection of funds with contrasting strategies

We forge close partnerships with a broad range of Europe’s top fund managers, giving your clients a choice of options to complement, balance and enhance their portfolio – from seed to late stage growth, funds to single company deals, and primary to secondary deal flow.

Simple, end-to-end
digital process

Whether your client is allocating as a corporate or private investor, Treble Peak’s digital approach is intuitive, efficient, and secure, from fund selection and subscription through to ongoing reporting.

For maximum simplicity and integrity, signatures can be captured, tracked and recorded with a choice of DocuSign or HelloSign.

Seamless,
comprehensive
reporting

Thanks to intelligent integrations with our custodian, reporting on your investment is dynamic, up to date and entirely accessible through our secure platform, along with easy pdf downloads.

All the support you need

From customised training to your own dedicated account manager, we offer a range of technical and account support that can scale and adapt over time as your needs evolve.

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How we select our fund manager partners

Our Fund Philosophy has the following components:

1

Domain expertise:

We look for teams with deep expertise of their domain. Success tends to be a collective effort, so team stability and experience is important. We look for teams that have worked together over a long period of time and remain true to their DNA.

2

Track record:

We want to see evidence that this domain expertise has been successfully translated into tangible returns for investors. This is not just about numbers but evidence that the teams have built the infrastructure to sustain success.

3

Alignment of interest:

We like firms where the principals remain involved in the day-to-day investment decisions, where their focus is primarily investing not fund raising; where the fund has insider capital and where success is determined by LP value creation not GP fee generation.

4

3rd party validation:

Smart investors are attracted to smart firms. We like to see evidence of some stability in the investor base, including repeat investments and/or the presence of ‘smart anchor capital’.

Invest from
€100,000
Simple digital
investment
process
Fair and
transparent fees

We offer wealth managers two solutions for accessing Treble Peak products

Client advised

We onboard your team and clients with a branded wealth manager account. Your team can allocate client funds across multiple Treble Peak products.

Client introduced

We create a branded wealth manager account. You can invite clients in and manage which Treble Products they can access.