Our longstanding experience of working with trust companies has enabled us to develop a full-service proposition that can support your business, while meeting the needs of your clients.
Portfolio construction and management
- We follow a prudent approach to investment management.
- Our aim is to protect and enhance the wealth of our clients.
- We build tailored, risk-managed investment portfolios.
- You will have a dedicated investment manager and team.
- We encourage open communication.
- We offer support across multiple jurisdictions and have dedicated regional teams.
Investment monitoring and reporting
- Quarterly valuation packs detailing portfolio holdings, performance, transactions and income and capital statements.
- Online reporting available 24 hours a day.
- We contribute to external consultant indices, allowing clients to review our performance against the returns achieved by our peers.
Training and education
- Tailored investment training programmes, designed to give staff of all levels a strong understanding of the principles of investment management, and to help keep you abreast of industry best practice.
- Annual trust and fiduciary conferences, held in Jersey and Guernsey.
- Regular investment reviews and outlooks to help you keep on top of market movements and assist with client correspondence.