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.
Matteo Rossi
Head of Client Relations
Matteo's expertise lies in fostering strong client relationships, ensuring their financial goals are met with bespoke solutions.
Luca Müller
Senior Portfolio Manager
Luca combines disciplined investment philosophies with dynamic market insights to manage and grow diverse portfolios.
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.
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.
Julien Dubois
Chief Operations Officer
Julien ensures seamless operations, leading our team with a focus on efficiency and innovation for peak company performance.
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.