Trust and Trustee Services
Investment policies for trusts. We understand that you want to fulfil your obligation and duties as a proactive Trustee to ensure the best outcome. We will take the time to understand your investment objectives, risk profile and any constraints, taking the worry away from your responsibility.
Trust and responsibility
We will also consider the beneficiary’s needs with due diligence and care. From this, advice will be offered which will best safeguard the Trust, consistently keeping you informed of the fund’s progress, so you can ensure that the terms of the Trust are being carried out.
We deliver this service through:
A diversified portfolio
Delivered by our in-house expert investment committee, we are constantly providing optimum portfolio performance in response to market fluctuations. Robust internal controls and ongoing peer review ensure that your investment strategy is followed.
Trustee investment reports
We will remain in regular contact throughout your time as Trustee. The reports will outline how the fund is doing and what actions need to be taken.
Constant Support and Guidance
We are always happy to help and support you, giving advice on tax planning and investments. Your Financial Adviser and Fund Manager (if one is appropriate) will meet with you as often as you need to keep you updated and maintain your understanding of any changing requirements.
Execution of duties
Specialist
Our Specialist Investment Team acts for a range of professional trustee boards as a reliable and trusted custodian of their assets. We actively manage the portfolio on your behalf, with full discretion across a range of assets within agreed parameters.
Risk Focused
Understanding clearly what the Trust means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio.
Balanced
Our portfolios are generally built around a balanced distribution of readily realisable (liquid) assets, allowing your manager to react swiftly to market conditions. We combine broad asset allocations with specific stock selections to add maximum value.
Tailored
We provide our Investment Managers with the expert guidance and tools needed to make informed decisions, while giving them full discretion to manage your portfolio in your best interests, within the agreed parameters.
Rigorous
We offer a high standard of reporting and performance analysis for trustees. The Trust’s Investment Manager will attend trustee meetings, and we provide ongoing training and guidance on topical issues affecting trustees.
Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice or trusts.
What can we do for you ?
Read more about our wide range of offered services and how we can help you.
What is the history of Westminster Wealth Management?
Through our rich and long history, we have developed tailored expertise of the highest quality. Read more about us and our core values.
Who are our Independent Financial Advisers?
With our wide range of different IFA’s we can offer a tailored experience to suit your needs.