Services for Trustees

Trustees have significant legal obligations to beneficiaries and the management of the trust.

We help Trustees to understand their obligations and to create a detailed Investment Policy Statement. We will also undertake a detailed assessment of the trusts expected income and expenditure.

With this knowledge we will design an investment portfolio that:

  • Matches the criteria on the IPS, and any other conditions the Trustees wish to impose;
  • Provides the required cash flows to pay any income and expenditure requirements;
  • Matches the degree of risk the Trustees are prepared to accept and which is required to meet their objectives;
  • Is globally diversified and low cost;
  • Is tax efficient.

We will provide regular reviews, rebalancing and reports to the Trust to ensure the investment portfolio remains relevant to the needs of the Trustees.