We are an independent trustee and do not operate under any bank or organisation. Our team is comprised of highly qualified individuals that includes lawyers and accountants, who take pride in providing excellent service to clients
The discretionary investment of trust assets is probably the single greatest area of difficulty for trustees. As noted, trustees have a duty to preserve trust assets for the beneficiaries and will therefore tend to favour conservative investments with appropriate returns. It is common practice to engage third party banks or investment managers to look after substantial trust portfolios but it always desirable to have an agreed investment strategy and for this to be monitored closely and on a timely basis by trustees. Issues include:
Appropriate investment benchmarks to use
Actual adherence to a laid-down stratgey by investment managers
Comparative performance compared with alternative strategies
Liquidity and safety of investments
Costs of investment management and dealing