Trustee investment advice and associated services
Effectively manage your trust assets and fulfil your fiduciary responsibilities, with our proven approach to investment management and associated financial planning and legal services.
Whether you act on behalf of a family or private trust, or a not-for-profit organisation such as a charity or independent school, trusteeship is a significant obligation that requires due care and diligence. Many trusteeships are voluntary, but this does not lessen the burden of responsibility or the range of associated duties.
Our flexible approach, independence and experienced, specialist team can provide all the advice and support you need for effective trust management. And if ethical or sustainable criteria are important for your trust, our range of ESG portfolios can help you ensure your investment strategy aligns with your values.
Flexible
approach
Transparent
fee structure
Independent
investment advice
Sustainable
& ethical options
Experienced,
specialist team
Integrated
legal advice
Independent investment management services for trustees
Ensuring your trust assets are being managed effectively – with a firm eye on your objectives, and within an appropriate level of risk – not only provides peace of mind, but can also give trustees the freedom to achieve their financial goals.
Our investment management services comprise robust risk profiling, appropriate asset allocation with regular rebalancing, and continual monitoring by our investment research committee. Research shows that the vast majority of long-term returns come from regularly rebalancing your portfolio back to an agreed asset allocation; so this is central to our approach.
Request for investment methodology guide
ESG: align your investment strategy with your values
Ethical and/or environmental considerations are becoming increasingly important to more and more trustee boards. Our experienced team can help you create an investment strategy, and draft a statement of investment principles, that aligns with your values. And our ESG portfolios can then help you effectively implement your strategy; ensuring you adhere to both your ethical and broader investment objectives over the long term.
ESG stands for ‘environmental, social and governance’; the three broad headings used to assess and measure a company’s sustainability and ethical credentials. Our ESG portfolios are created and monitored using the same rigorous investment methodology as our standard portfolios, but with a comprehensive ESG overlay.
Request for investment methodology guide
clarity is independent of both investment managers and platform providers. This gives us complete freedom and allows us to develop solutions based entirely around each client’s specific needs. Our experienced research committee ensures we only recommend high-quality investments.
