Our investment professionals are experienced in managing investments within trusts.  Our service means we can manage individual trust structures inline with the trustees environmental, social and ethical investment requirements and will work closely with trustees to ensure that advice is followed carefully when adopting an ethical investment strategy.

Portfolio management service for trusts

For trust clients with a minimum of £200,000 to invest our core service is the management of a diversified portfolio of assets, including equities, fixed interest securities, managed funds and alternative investments.  Each portfolio is bespoke, and we will work with you to meet the trust’s financial objectives whilst our in-house ethical research (guided by the completion of a detailed ethical questionnaire) will ensure that its social, environmental and ethical requirements are fully integrated with our investment management. We operate on a whole of market basis, giving your clients access to the full universe of investment opportunities.

Managed funds portfolio service

For trusts with a minimum of £50,000 to invest, we offer an ethical managed funds portfolio service, in order to ensure sufficient diversification. We hold regular meetings with the fund managers and closely monitor fund performance, investment style, investment strategy and key holdings to identify the best funds for your trust client.