Full service range
The services we offer trustees include:
- Ensuring portfolios remain liquid even when financial markets are volatile
- Providing lending solutions to help with short-term cashflow needs or longer-term borrowing requirements
- Offering segregated and unitised discretionary portfolios depending on trustees’ bookkeeping requirements
- Private banking services for the trust and any underlying companies, as well as the beneficiaries and settlors
- Managing currency risk through our in-house treasury team
We also submit our portfolios to the team at Managed Portfolio Indices, the STEP member service, and to Asset Risk Consultants. These allow trustees to fulfil their fiduciary responsibilities more easily with regard to monitoring and investment performance.