Investments for Trusts
Customised Portfolio Management can also be provided for trusts requiring a discretionary investment management service. These portfolios tend to invest directly into global equities listed on the world's major stock exchanges.
However portfolios may contain fixed income securities or invest solely in the UK market. The investments are held in a segregated account at a leading custodian, either onshore or offshore in order to optimise the tax structure.
Every client is assigned a qualified investment manager who is responsible for their portfolio's performance and investment objectives.
Every month the client will receive a pack of valuation statements and a letter from their manager explaining the investment performance, trades and strategy.
The portfolio may contain multiple accounts, which are managed in conjunction within their total portfolio and consolidated within the overall valuation.
If you have any questions about any aspect of investment management or any of our services please contact us
