Charities and trusts

Proactive investment manager selection
and ongoing governance to trusts, charities
and estates.

Investment due diligence service

We provide a competitively charged, bespoke investment due diligence service, incorporating proactive investment manager selection and ongoing governance to trusts, charities and estates.

Our service is specifically designed to deliver value for money, drive cost savings where possible, increase transparency and provide stronger governance for all stakeholders.

We believe you will find our supervision of your investment management, or ‘beauty parade’ process invaluable, as our approach to due diligence will help protect Trustees from the common investment traps and guide Trustees into the most appropriate investment route.

Next steps

Talk to one of our personal finance specialists about how best to grow your money.
Contact us