Our Story
What defines the journey of a first-generation wealth creator? It’s a path less travelled, fraught with unique hurdles and opportunities. At Trusoe, we built our firm alongside pioneering entrepreneurs, developing an intimate understanding of the nuanced challenges they encounter.
A Path Less Travelled
Our story begins with Zayed Al Badri, a successful wealth manager who saw beyond the polished facades of Dubai’s financial district. Here, he recognised a gap – not in services offered, but in understanding gained. Traditional wealth management, he realised, often missed the nuances of first-generation success, and that these insights were not born in boardrooms, but in conversations.
One client, a Czech tech innovator with a rapidly growing estate, saw potential in Zayed’s thinking. Their discussions revealed the complex interplay between personal vision and financial reality that defines entrepreneurial wealth.
Zayed Al Badri
1964-2022
From dialogue to action
It was these shared insights that laid the foundation for Trusoe. Zayed built a team that mirrored his philosophy: expertise paired with empathy; strategy tempered by adaptability. What started as a bespoke solution for one soon resonated with others.
We grew, not through acquisition or aggressive expansion, but through word-of-mouth, always guided by the principle of meaningful connection over mere presence. Each new client brought unique challenges, pushing us to refine our approach and as our network continued to expand globally, we made the decision to establish our first international branch in Prague.
Evolution, not revolution
Today, Trusoe stands as a testament to Zayed’s vision, even after his passing. We remain deliberately small, serving a select group whose complexities demand more than off-the-shelf solutions.
Our story is one of continuous learning. Each client interaction shapes our understanding, each market shift hones our strategies. We’ve evolved from a single-client office to a boutique powerhouse, without losing the personal touch that defines us.
This is Trusoe. Where your story shapes our approach, and where wealth management is as much about listening as it is about numbers.