Trust and Charity Financial Services
We act as a conduit between investment houses and trustees of many charities and trusts. Our job as advisers is to ensure that the investment houses selected continue to deliver reliable, prudent and risk-managed returns for the trustees and ultimately the beneficiaries.
Being a trustee can be challenging. In particular, the Trustee Act, 2000 requires all trustees to obtain and consider ‘proper advice’. We can provide this advice and ensure you fulfil your legal duties and responsibilities.
A Portfolio to Suit Your Organisation’s Needs
We work with trustees to gain a full understanding of their requirements; then we help design an Investment Policy Statement. This statement is used as the ‘basis for tender’ to various investment houses. We then help trustees decide which investment house is most suited to their needs and construct portfolios to help achieve strong returns for the appropriate level of risk. We are mindful of income requirements, restrictions, ethical considerations as well as risk and the levels of volatility trustees are happy to accept.
Exceptional Client Service
When we welcome a new client to the gpfm family, our focus is on forging close long-term relationships with trustees, offering assistance both initially and on a regular basis as investments and trust aims have to be continually reviewed. Contact us today for a no-obligations discussion.