Solution introduction

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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