Our Trustee Investment Service focuses on the investment needs of trustees who have responsibility for managing money held in trust. We provide peace of mind that the investments are professionally managed taking into account the needs and objectives of the trustees and the beneficiaries.
Our investment philosophy is to invest in a wide range of assets to diversify and reduce investment risk. Typically we utilise low cost funds to provide the market returns and keep costs down. We also ensure the investment wrapper chosen to hold the assets is the most suitable investment vehicle for the underlying trust from a tax perspective.