Professional investment management for individuals and trustees

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Trustees & Charities

Our investment services for trustees have been specifically designed to provide robust and cost-effective portfolio management in order to help you meet your investment objectives and legal responsibilities. One of our main attributes is that our Chief Investment Officer, Paul Willans, has a background in professional practice, having most recently been a private client partner of a large accountancy practice, and is also a full member of the Society of Trust and Estate Practitioners (STEP). Consequently, we have a thorough appreciation of trustees’ needs and expectations, and our approach dovetails with the services provided by other professional advisers. Our core services for trustees include: