Trust companies and family offices need investment advice for the portfolios they have responsibility for but where should they go for advice? How do they chose an investment manager? Our highly experienced, investment qualified advisors can provide advice on the investment selection for trust company assets.
With access to all the major discretionary fund managers, investment houses and platforms we can provide independent advice and oversight and assist in the decision making process and selection of the most appropriate investment solutions. We will work with the trustees to formulate the right strategy for their clients, taking into account the attitude to investment risk to craft a personalised asset allocation model over the entire portfolio.
We also provide a suitability service for existing investments. Accountability of the investment manager for the funds under their management, and a check on their suitability, is crucial to ensure that the required fund preservation or expected growth is achieved. This is often overlooked with “industry jargon” used to divert attention from under-performance or comparison with industry bench-marking. This is often insufficient and so we can assist in providing independent supervision of the investment strategy.