The Experts

Our Team

Our team of experts provides a wide range of financial services

Tan Jun Wei

Business Development Manager
Jun Wei's knack for identifying growth opportunities has been instrumental in expanding our reach and enhancing our service.
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Matteo Rossi

Head of Client Relations
Matteo's expertise lies in fostering strong client relationships, ensuring their financial goals are met with bespoke solutions.
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Luca Müller

Senior Portfolio Manager
Luca combines disciplined investment philosophies with dynamic market insights to manage and grow diverse portfolios.
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Mia Wang

Director of Risk Management
With a sharp eye for market trends and a deep understanding of economic frameworks, he is the creative force behind our strategies.
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Takumi Nakamura

Lead Financial Analyst
Mia's strategic approach to risk assessment and mitigation safeguards our clients' assets against the unpredictable nature of the markets.
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Julien Dubois

Chief Operations Officer
Julien ensures seamless operations, leading our team with a focus on efficiency and innovation for peak company performance.
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Working with Frivalea Wealth Planning and Investment Services transformed my financial outlook. Their team provided me with a strategic plan tailored to my unique needs.
Cucasian middle-aged businessman
Jordan Matthews
CFO,  Innovatech Solutions Inc.