Under the Trustee Act (2000), professional and lay trustees have been put under a duty of care to ensure appropriate use is made of the monies destined for the trust beneficiaries. In the past, many trustees saw deposit arrangements as the safest place for trust money but safety is no longer the sole criterion, if ever it was. The clear responsibility now is to ensure that the money in trust is made to work efficiently for the beneficiaries. Complete investment solutions are needed that in terms of risk exposure and growth potential are tailored to their needs.

As stated elsewhere in this website, investment success is dictated by choice of fund manager. We are equipped with the expertise and the resources necessary for the selection of the best managers working in the various fund categories. We make our living by identifying them, monitoring them and when necessary replacing them.

Trust funds usually need several fund managers to manage different tranches of capital at different levels of risk exposure. Our Trustee Investment Service includes portfolio construction, appointment of managers fit for the various investment tasks, supervision of investment performance and ongoing feedback to trustees as to changes they might care to make.

Contact us for further information.