Trustees

There are many key considerations for Trustees when considering the investment strategy of a trust. For example: the financial objectives of the trust, tax status of the trust and beneficiaries, permitted investments and other legal requirements. We will consider each of these key areas along with any other specific requirements of the trustees.

Execution

Execution of Fiduciary Duties

The Trustee Act (2000) introduced standard investment criteria which requires trustees to ensure investments satisfy specific criteria with regard to suitability & diversification.
We ensure compliance, financial stability, and efficient execution of fiduciary duties. For example, trustees can delegate certain decision-making functions that do not relate to the distribution of assets or appointment/ dismissal of trustees. These fiduciary powers include, where appropriate, delegating the management of investments to an agent, such as a discretionary fund manager. In this way, trustees can give guidance on their investment objectives (e.g. the balance between growth & income), investment term, any ethical investment considerations, risk profile etc.