We manage the investments for a variety of trusts.trusts and charities have specific needs including:
• Risk Control – Are you clear as the potential risks that you are taking?
• Specific Investment Requirements – Permitted Investments
• Liability Matching – Ensuring that the right level of risk is being taken to match the potential liabilities
We work with sophisticated partners to allow Trustees to have confidence in their investment decisions, keeping them informed regularly, enabling them to keep their clients/client’s family informed as well.