Trusts

TRUST COMPANIES

Wealth Management for Trust Companies

We understand that professional trustees have a fiduciary responsibility to invest appropriately against the Trusts objectives. With a focus on wealth preservation and long-term performance from working with Trustees for over the last three decades, we have the experience and consistent investment track record to meet each client’s individual needs.

We are one of the few UK managers who specialise in wealth management for clients and trusts with a US connection and partner with some of the world’s leading offshore custodians and top-tier banks.

We travel globally to meet each trustee and take the time to document the appropriateness of our investment strategies to ensure they’re aligned with your desired outcomes.

All investment performance reporting, based on an agreed model with each trustee and independently verified by ARC and Enhance, is presented in an easy to understand format available 24/7 via our online reporting and valuation platform.


 

Flora

Junior Associate

Hermione

Senior Associate
 

News & Insight

On its own, passive investing is an incomplete investment solution

The increasing popularity of passive investing is putting pressure on active managers to demonstrate their value. In our latest white paper, we analyse in depth the merits of both active and passive investing, identifying the fault lines in both investment models.

The 7 Rules of Successful Long Term Investing

Our Chief Investment Officer, Pau Morilla-Giner, sets out his golden rules for maintaining a level-headed approach to making independent, considered decisions on behalf of clients, while focusing on long-term resilience rather than short-term gains.

Behavioural Finance - The Psychology of Investing

Pau Morilla-Giner, Chief Investment Officer at Wise Capital, explains how he builds behavioural factors into asset allocation and investment selection for client portfolios, and why it is necessary for consistent, risk-managed returns.