Supporting trustees, settlors, beneficiaries, families and their advisors
Our award-winning boutique wealth management team is dedicated to delivering the exceptional service you expect.
We are the chosen partner of many trustees, working with families from all over the world We can hold assets both onshore UK and offshore via our offices in London, Isle of Man and Jersey to meet the requirements of the trust structure.
Working with you
Proven expertise in helping trustees just like you
Our dedicated and experienced relationship team has a deep understanding of the complexities involved in managing wealth structures. Many of our experts are STEP Diploma qualified and have extensive experience collaborating with trustees, settlors, beneficiaries, and professional advisers to families and structures.
Full suite of services
Helping trustees at each step of the process
We understand the unique needs of trustees, offering a complete range of wealth management services tailored to your requirements.
Efficient account opening
We have designed a single application form that opens accounts for the investment portfolio, multi-currency banking and deposits, execution-only investment trading and custody services. Of real added value to trustees are the additional services including lending and residential mortgages as well as Lombard lending against a discretionary portfolio.
Excellent discretionary portfolio management
Our discretionary investment management services cover the full strategy and risk spectrum, supported by a dedicated team to streamline administration. In addition, our Jersey-based Treasury team are available to assist with cash management and foreign exchange trading.
Wealth Planning for Trustees
Our wealth planning complements our investment management services and has been tailored for trustees and fiduciaries to:
- Align the investment return objectives with the specific requirements of the trust
- Calculate the maximum sustainable annual distributions
- Deliver forward looking probability of success of meeting the objectives
- Provide a detailed wealth plan that evidences a robust basis upon which decisions are made
Competitive advantage and differentiation of service
We have evolved cash flow forecasting combined with the investment return overlay to enhance and support the trust planning. This differentiates our service for trustees and fiduciaries to provide robust investment solutions based on a high probability of meeting the trust objectives.
Full-service range
We provide a wide array of services for trustees, including:
Comprehensive wealth plans to guide long-term investment strategies.
Lending solutions to help with short-term cashflow needs or longer-term borrowing requirements
Segregated and unitised discretionary portfolios depending on trustees’ bookkeeping requirements In-house treasury services for managing currency risk.
Private banking services for the trust and any underlying companies, as well as the beneficiaries and settlors
We submit portfolio data to Managed Portfolio Indices, the STEP member service, Asset Risk Consultants Private Client Indices and Enhance Investment Reporting Limited. These services support trustees in the selection and ongoing monitoring of investment managers and portfolios.
Find out more about us as a firm and how we can help you and your clients. Call Richard Sayers +44 (0)1534 823263 or email [email protected].
Looking for a partner you can trust?
Our trustee services in Jersey
We offer specialised services for professional trustees from our office in Jersey. With experienced experts, a suite of wealth management tools, and personalised wealth planning, clients can expect to receive exceptional service.