How We Help
Wealth Managers
Grow

  • Investment Solutions

    Sourcing high-quality funds and structuring of your funds to access private markets at reduced minimums.

  • Operations

    Enable you to offer clients a seamless journey from AML/KYC all the way through to their final distribution.

  • Technology

    Provide you private market offering at scale, with branded portal access, through our unified technology.

    • quote

      The Treble Peak white label portal provides us with a unique opportunity to access top-tier funds at reduced minimums. Our clients will undoubtedly benefit from this strategic alliance.

      Ricardo De Sousa
      Ricardo De Sousa
      CEO Logiver Wealth
      Management

      What We Offer

      Investment Sourcing

      Investment Sourcing

      Access Treble Peak sourced leading private market funds, as well as manage your own private market fund investment through the platform.

      Pooling and Structuring

      Pooling and
      Structuring

      Reduce minimum ticket sizes from €10m to as low as €50k through aggregated tax transparent pooling structure.

      Liquidity Solutions

      Liquidity Solutions

      Access our secondary marketplace to provide your clients with flexibility to redeem capital should circumstances change.

      Cash Flow Management

      Cash Flow
      Management

      Integrated capital call and distribution management. All instructions and bank details are securely held in the portal.

      Streamline Operations

      Streamline
      Operations

      Digital onboarding process designed for wealth market, automated bespoke reporting, aggregated by individual family holdings.

      Branded Access

      Branded Access

      Fully white-labelled point of access for your end clients, designed to reflect your brand and deliver a seamless, consistent experience.

      • Investment Sourcing

        Investment Sourcing

        Access Treble Peak sourced leading private market funds, as well as manage your own private market fund investment through the platform.

      • Pooling and Structuring

        Pooling and
        Structuring

        Reduce minimum ticket sizes from €10m to as low as €50k through aggregated tax transparent pooling structure.

      • Liquidity Solutions

        Liquidity Solutions

        Access our secondary marketplace to provide your clients with flexibility to redeem capital should circumstances change.

      • Cash Flow Management

        Cash Flow
        Management

        Integrated capital call and distribution management. All instructions and bank details are securely held in the portal.

      • Streamline Operations

        Streamline
        Operations

        Digital onboarding process designed for wealth market, automated bespoke reporting, aggregated by individual family holdings.

      • Branded Access

        Branded Access

        Fully white-labelled point of access for your end clients, designed to reflect your brand and deliver a seamless, consistent experience.

        We partner with leading
        private market managers

        • ION PACIFIC
        • Hanover Investors
        • Passion Capital
        • Episode One
        • Ace & Company
        • DN Capital
        • GP Bullhound
        • Headway
        • IDEKAPITAL
        • JERA Capital
        • NewVest
        • SNO
        • Redalpine
        • Seraphim
        • Pontaq

          Why Treble Peak?

          Modular by design

          Our flexible technology stack allows you to leverage exactly what you need for your private markets programme.

          Why Treble Peak

          Access hard to reach
          investments  

          Our tech and relationships unlock access to private market funds that have not been open to non-institutional investors.

          By wealth for wealth

          Built alongside leading European family offices, we designed Treble Peak for the wealth market every step of the way.

          Our investment
          sourcing
          process

          Learn more about how we select our fund
          manager partners from our Chief
          Investment Officer, Divyesh Hindocha.

          Speak to a member of our team

          Let Treble Peak handle the complexities of private market workflows for you. Get in touch with a member of our team and learn how we can support your needs.

          FAQs

          Frequently asked questions from wealth managers, answered.

          • Who are Treble Peak?

            Founded by leading European Family Offices to solve the challenges of managing their own private market investments, Treble Peak enable Family Offices to gain access to private market funds and manage their clients assets at scale.

          • Do I have to invest in the funds sourced by Treble Peak?

            The funds available on the Treble Peak platform are specifically curated by our investment team led by our CIO, Divyesh Hindocha. These cut through the noise to provide a menu of leading funds for investors to access. In addition, we can facilitate funds that your investment teams and clients wish to invest in through our platform.

          • Does Treble Peak hold client money?

            Treble Peak do not hold client money. All client monies are held by our custodian partner Apex Unitas Limited.

          • How do capital calls and distributions work?

            For closed ended funds, Treble Peak mirror the capital call and distribution schedule of the underlying funds. Notifications are sent to the investors on a disaggregated basis and distributions are paid back to the investors nominated bank account.

          • What if I need my capital back before the life of the fund?

            Any investment in a close ended fund should be made with the expectation that it may take 7-10 years to return capital. However, should circumstances change, Treble Peak help facilitate a secondary marketplace to allow investors to buy and sell positions.