TrinityBridge
TrinityBridge is a UK-based private wealth management firm providing bespoke investment management and financial planning services to high-net-worth individuals and families, managing £23.1bn across 15 UK offices under Oaktree Capital Management ownership.
- Company typePrivate
- Founded1991
- HeadquartersLondon, United Kingdom
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What TrinityBridge does
TrinityBridge is a UK-based private wealth management firm headquartered in Marylebone, London, that provides integrated investment management and financial planning services to high-net-worth individuals, families, business owners, and professionals. The core offering consists of a Bespoke Investment Management Service (minimum £1m investable assets) supported by a Financial Planning suite covering investment advice, retirement planning, estate planning, IHT mitigation, family and income protection, and mortgage advice. The fund management arm provides access to a managed fund range, including the FCA SDR-labelled Sustainable Balanced Portfolio Fund (over £100m AUM) and the Select Global Equity Fund. The business is built on a multi-asset investment management platform with proprietary risk assessment tools, in-house research (Head of Equity Research, Head of Investment Specialists), and a research-led responsible investment capability integrating ESG factors and active stewardship.
The firm operates from 15 regional offices across the UK with approximately 900 employees and manages £23.1bn in assets as at 31 January 2026. Revenue is generated primarily through recurring fees on assets under management and financial planning service charges, distributed via a face-to-face advisory model, an IFA referral channel, and direct client acquisition. TrinityBridge was acquired by funds managed by Oaktree Capital Management in February 2025 (announced September 2024) and rebranded from Close Brothers Asset Management in March 2025; it now operates as a standalone, independently run private company. The business has grown both organically and through a long history of bolt-on acquisitions (most recently Bottriell Adams LLP in 2024 and PMN Financial Management in 2021), and is regulated by the FCA and, for its Guernsey entity, the Guernsey FSC.
TrinityBridge firmographics
Firmographics- Name
- TrinityBridge
- Legal name
- TrinityBridge Limited
- Website
- https://trinitybridge.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- TrinityBridge is a UK-based private wealth management firm providing bespoke investment management and financial planning services to high-net-worth individuals and families, managing £23.1bn across 15 UK offices under Oaktree Capital Management ownership.
- Ownership category
- akta.pro rank
TrinityBridge industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
- akta.pro secondary industries
- Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)
Keywords
Where TrinityBridge is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices16 records
Markets served
TrinityBridge business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Services: Fees based on assets under management (AuM). The firm manages £23.1bn in assets. Services include bespoke investment management, fund management, and socially responsible investment options.
- Financial Planning Services: Comprehensive financial planning including retirement planning, estate planning, investment advice, protection for family/business/income, and mortgage advice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | High-net-worth clients with £1m+ investable assets |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
TrinityBridge product offering
Product offeringCore offering
TrinityBridge is a UK wealth management firm providing bespoke investment management for high-net-worth individuals with £1m+ in investable assets, alongside comprehensive financial planning services including retirement, estate, and inheritance tax planning. The firm manages £23.1bn in assets across 15 regional offices with approximately 900 employees, and runs a fund management arm offering sustainable multi-asset and global equity funds.
Product overview
TrinityBridge is a UK-based wealth management firm offering integrated investment management and financial planning services. The core offering consists of Bespoke Investment Management Service for high-net-worth clients with £1m+ in investable assets, supported by comprehensive Financial Planning services covering retirement, estate planning, protection, and mortgage advice. The fund management arm provides access to managed fund ranges including the TrinityBridge Sustainable Funds sub-brand (Sustainable Balanced Portfolio Fund and Select Global Equity Fund), which carry FCA SDR Sustainability Mixed Goals label. Additional specialized services include Socially Responsible Investment Service with ESG integration and Inheritance Tax Managed Service. The firm operates across 15 UK offices with approximately 900 employees managing £23.1bn in assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Bespoke Investment Management Service Tailored multi-asset investment management service for high-net-worth individuals with £1m+ in investable assets, providing personalised portfolio management aligned to individual goals across a range of asset classes.
- Financial Planning Comprehensive financial planning covering investment advice, retirement planning, estate planning, family/business/income protection, and mortgage advice for private clients.
- Socially Responsible Investment Service Investment service integrating ESG factors and ethical screening within the investment research process, with active engagement with investee companies, for clients wishing to align investments with their values.
- Inheritance Tax Managed Service Specialised investment management service focused on helping clients manage and reduce inheritance tax liabilities through investment strategies.
- TrinityBridge Sustainable Balanced Portfolio Fund Multi-asset fund targeting capital growth while supporting a low carbon economy; holds the FCA SDR Sustainability Mixed Goals label with over £100m AUM.
- TrinityBridge Select Global Equity Fund Global equity fund seeking capital growth with a target to maintain weighted average carbon intensity 50% below the MSCI ACWI benchmark by 2030, aiming for net zero emissions by 2050.
- Retirement Planning Financial planning service focused on retirement goals and pension planning strategies for clients approaching or in retirement.
- Estate Planning Service helping clients plan the transfer of wealth and assets across generations, including inheritance and legacy structuring.
- Protection for Family, Business and Income Insurance and protection products safeguarding clients' families, businesses, and income streams, coordinated with broader financial planning.
- Mortgage Advice Specialist advice on mortgage products and financing options for clients, integrated with broader financial planning.
Quantifiable outcome
- £23.1bn assets under management as at 31 Jan 26
- +1 more outcomes
Companies that use TrinityBridge
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles3 records
TrinityBridge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
TrinityBridge partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered flagship, core and minor.
- English Chamber OrchestraflagshipTrinityBridge is the first official Gold Sponsor of the English Chamber Orchestra Gala 2026, an exclusive black-tie event at Banqueting House in London under the patronage of King Charles III. The Gala aims to raise funds for the Orchestra's artistic and educational mission including youth music education programs.
- The CourtauldcoreTrinityBridge established a Scholarship for MA in Conservation supporting the next generation of skilled experts to care for precious artworks. The company is also a corporate member sharing the collection with clients.
- She Grows VegcorePartnership with She Grows Veg at RHS Chelsea Flower Show. The company has supported for multiple years including 2024 (Gold Medal), 2025 (Gold Medal), and 2026 return with 'Feast' exhibit.
- Henley FestivalminorSecond year sponsoring the Patrons Club at the UK's only black-tie festival celebrating music and arts over five days.
- Chichester Festival TheatreminorSponsorship of productions including Vortex (2023), pre and post-show talks (2024), and 2025 Autumn/Winter season.
- St Andrew's Book Festival (Scots in London)coreSponsor of the St Andrew's Book Festival 2025, a celebration of Scottish culture, heritage, and arts. Festival runs from 25 November to St Andrew's Day featuring Scottish authors.
Scale indicators5 records
Recent moves10 records
Expansion highlights6 records
TrinityBridge competitors and assessment
Company assessmentDirect peers
- JM Finn: UK private investment manager with ~£10bn AUM, offering bespoke discretionary portfolio management to HNW individuals and families. Highly comparable in scale of bespoke HNW investment management model.
- Rathbones Group: UK-listed wealth manager with ~£110bn AUM offering investment management and financial planning to HNW individuals. Closely comparable multi-office UK wealth advisory with bespoke investment management as core offering.
- Hoare & Co: Independent UK private bank with multi-asset discretionary investment management for HNW families. Comparable long-established UK private wealth model focused on family wealth preservation and bespoke investment.
- Evelyn Partners: UK wealth management and professional services firm formed from the Smith & Williamson merger. Offers investment management, financial planning, and tax services to UK HNW clients and families—directly comparable in integrated wealth advisory model.
- Quilter Cheviot: UK discretionary investment manager and wealth adviser within Quilter plc, serving HNW clients with bespoke portfolios. Comparable size and target client segment with face-to-face investment management focus.
- Arbuthnot Latham: UK private bank serving HNW clients with combined banking, investment management, and wealth planning services. Comparable in regional UK presence and HNW-only focus (TrinityBridge's Head of Business Development joined from Arbuthnot Latham).
Broad incumbents
- Coutts: Private banking and wealth arm of NatWest serving ultra-HNW clients (typically £1m+) with integrated investment management and financial planning. UK's iconic HNW wealth brand—directly comparable client segment.
- St. James's Place: Largest UK wealth manager with ~£180bn AUM serving HNW and mass-affluent clients via adviser network. Directly comparable to TrinityBridge in targeting UK HNW clients with face-to-face advisory, but at substantially greater scale.
- Schroders Personal Wealth: JV between Schroders and LBC Wealth, offering UK wealth management to mass-affluent and HNW clients. Part of broader Schroders platform with comparable multi-channel UK HNW advisory offering.
- RBC Brewin Dolphin (now RBC Wealth Management): UK wealth manager acquired by RBC, with regional offices and HNW focus. Tom Miller (now TrinityBridge's Head of Bespoke Investment Management) previously led South-West and Wales there—direct talent and operating model overlap.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
TrinityBridge social profiles
Digital presenceTrinityBridge compliance and trust
Trust signalCompliance5 records
TrinityBridge financial estimates
Financial estimateRevenue estimate
Valuation estimate
TrinityBridge leadership team
Management profileNumber of profiles
Profiles15 records
TrinityBridge subsidiaries and ownership
Company hierarchySubsidiaries8 records
TrinityBridge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TrinityBridge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TrinityBridge
What does TrinityBridge do?
TrinityBridge is a UK wealth management firm providing bespoke investment management for high-net-worth individuals with £1m+ in investable assets, alongside comprehensive financial planning services including retirement, estate, and inheritance tax planning. The firm manages £23.1bn in assets across 15 regional offices with approximately 900 employees, and runs a fund management arm offering sustainable multi-asset and global equity funds.
Is TrinityBridge a public or private company?
TrinityBridge is a private company. It is classified as private equity controlled and is currently operating.
When was TrinityBridge founded?
TrinityBridge was founded in 1991. It employs 501 to 1,000 people.
Where is TrinityBridge based?
TrinityBridge is headquartered in London, United Kingdom, in the Europe region.
How does TrinityBridge make money?
Two revenue lines are on record. Investment Management Services are the primary driver. The others are financial Planning Services.
Who are TrinityBridge's main competitors?
Direct peers on record are JM Finn, Rathbones Group, Hoare & Co, Evelyn Partners, Quilter Cheviot and Arbuthnot Latham. Broad incumbents are Coutts, St. James's Place, Schroders Personal Wealth and RBC Brewin Dolphin (now RBC Wealth Management).
Does TrinityBridge have an API?
No public API is recorded for TrinityBridge.
What industry is TrinityBridge in?
TrinityBridge's product category is Wealth Management. Its primary akta.pro industry code is FSAEAKAE, Trust & Estate Tax Planning & Compliance, with a secondary code of FSAAAEAL, Fund of Funds & Multi-Manager Mutual Funds. Its NAICS code is 523940 and its SIC code is 6282.