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.
Our areas of expertise are:
Preservation and growth of wealth – A long-term investment strategy that aligns with Trust objectives
Committed to our clients – we travel internationally to meet with Trustees regularly
Specialise in Trusts with US connections – Fully US compliant portfolios and reporting
ARC and Enhance verification – third-party verified investment performance track record
Comprehensive reporting – 24/7 access to online reporting and valuations
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.