At TREIO our service is rooted in seven core values that shape how we work with Ultra High Net Worth clients, families, trusts, and charities. Led by Chris Horler, Ken Morgan, Seán Worker, and Alasdair Shaikh, we deliver advice that’s both independent and discreet, always prioritizing discretion and integrity in every interaction.

Our insight, honed through decades of experience, helps us anticipate market shifts and navigate opportunities. We align our goals with yours, structuring fees to reflect a true alignment of interests. Excellence is at the forefront as we connect you with top-tier professionals, ensuring the highest quality service.

We also focus on sustainability, ensuring your investments are responsible and adaptable. Above all, performance is key—we deliver results that meet your long-term goals.

By limiting our client base, we avoid conflicts and stay fully dedicated to creating success for you. At TREIO, we listen, we enable, and we perform.

Alasdair Shaikh
Senior Consultant

Investor relations specialist, fundraiser, board member and a major cricket fan.