Make the most of your trust assets.
Speak with one of our chartered financial advisers – we’ll take the time to understand your circumstances before providing financial advice that’s relevant to you.
Trustee Responsibility & Portfolio Management
You may be a solicitor acting on behalf of a trust or a lay trustee acting for a friend or family member.
The introduction of the Trustee Act 2000 made seeking investment advice on trustee investments advisable. The Act places a statutory duty of care on all trustees to look after the best interests of beneficiaries but offers wider investment powers in order to do so. Trustees need to be proactive in the selection and review of trustee investments.
We can offer professional and lay trustees investment advice and guidance on:
- Investment objectives and policy
- Investment mandates
- Review current arrangements
- Review investment selection and policy
Our Trustee Specialists
Chartered Financial Adviser
Client Relations Manager