- Trillian

Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
Welcome to Trillian Asset Management
The Trillian
Touch
We are a boutique
investment manager
specialising in asset
management for
sophisticated retail and
institutional investors.
Our business culture is guided by ongoing client
engagement and the need to consistently deliver superior
returns. We are personally committed to understanding your
unique investment needs and believe in providing tailored
financial solutions to meet these needs.
We see ourselves as companions on your investment
journey, offering exceptional service that extends beyond the
traditional forms of investment management.
We understand that trusted relationships and shared
meaning are the key ingredients to successfully managing,
and sustainably building, your wealth.
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Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
Trillian Asset Management was
founded in 2010 by Daniel Roy
and Jan Faure. Recognising the
need for a boutique manager
with a traditional edge, Daniel
and Jan committed themselves
to starting a performance-driven
business focused on consistently providing superior returns
and passionate client service.
We have built a
reputation of excellence
and exclusivity
through focused client
engagement, and a
considered investment
approach.
Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
Client engagement culture
Our client engagement culture is guided by our inherent
need to understand you as a client and provide you with
superior service.
Your investment needs are unique. As your investment
companion, we aim to protect and grow your wealth in a
way that best meets these needs.
Agile specialist manager
Our lean organisational structure allows us to skillfully
respond to fluid market conditions and capitalise on niche
market opportunities.
This gives us a large degree of flexibility throughout the
investment process.
Focused suite of tailored investment services
We provide a focused suite of services that are responsive to
your needs, including: specialist management, independent
research and customised investment portfolios.
Creating excellence through consistency
We follow a considered, research-driven investment
approach underpinned by a thorough understanding of the
global macro-environment and leading market trends. This
approach enables us to identify and invest in high-conviction
opportunities.
We seek opportunities offering superior yet sustainable
growth potential with favourable risk-return characteristics.
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Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
Our Team
Integrity, accountability, energy and a passion for investing
make up the core ingredients of our team philosophy.
We value dialogue, intellectual rigour and independent
decision-making.
We are extremely privileged to work with people we truly
like, while doing something we love, for clients we are
personally invested in.
At Trillian Asset Management we have a strong and
talented team. With over 40 years of combined experience
in financial markets as well as stellar academic credentials
and a strong set of core values, our Trillian family has
helped shape our reputation for sustainable success and
unparalleled transparency.
Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
04
Our
Approach
At Trillian Asset Management, we invest selectively in highquality securities using a considered approach to risk.
We stick to a sound set of investment principles to protect
and grow your wealth over the long term. Our investment
decisions are grounded in independent, fundamental
research, and are enhanced by knowledge-sharing and a
clear investment strategy.
We employ a top-down approach to identify and exploit
market inefficiencies and major macro themes. We
balance this with a focused bottom-up approach by clearly
understanding underlying fundamentals.
As a specialist manager, we use our agility to preserve your
wealth and grow it sensibly. You have worked hard to create
your family prosperity. We build on this foundation to ensure
your legacy is handed down from generation to generation.
Our
Offering
Our focused investment offering provides sophisticated
retail and institutional clients with a range of customised,
structured solutions. These solutions combine our specialist
expertise and active management approach with access to
select third-party suppliers.
Speak to one of our expert asset managers to structure a
tailored portfolio that meets your unique investment needs.
Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).
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Telephone: +27 11 707 1367 Facsimile: +27 86 767 1243
Block D, Hobart Square, 23 Hobart Road, Bryanston, South Africa, 2191
Postnet Suite 488, Private Bag X1, Melrose Arch, Johannesburg, South Africa, 2076
www.trillianam.co.za
Trillian Asset Management is a licensed Financial Services Provider ( FSP 42081).