Ensuring that your wealth is protected and preserved for future generations is often a key consideration. A Trust is a legal arrangement which allows you to gift assets in a flexible, tax-efficient and controlled manner for the benefit of the people you choose.
Our investment professionals are experienced in managing Trust portfolios. The flexibility of our bespoke investment management service allows us to manage individual trust structures in line with your investment requirements, or alternatively to manage one investment strategy across several structures where appropriate.
Our investment philosophy is built around prudent investment management, robust risk management, and our strong belief that solely focusing on returns will ultimately lead to taking unnecessary risks.
Trustees have direct access to the person managing the investments; they will work closely with the trustees to deliver a bespoke investment portfolio as well as assisting them in meeting their obligations and responsibilities as trustees.
We have access to Trust experts who can guide you through the process of setting up and managing a trust and work with your other professional and legal advisors over the longer term to ensure the trust meets its objectives.