Trustees have a legal duty of care to manage and protect the trust assets they oversee. In particular, trustees have a legal obligation under the Trustee Act 2000 to seek specialist knowledge and experience when considering investments. The Money Wise Trust Review Service aims to provide trustees and their other professional advisers with just such assistance. In the first instance contact
Duncan McKillop
Our average trustee investor has over £200,000 invested using our discretionary investment management. However, we will consider a minimum investment of £50,000 for new customers depending on the circumstances. Using the latest 'wrap' technology we hold and manage the trust assets so that trustees and their advisers benefit from far greater transparency, lower costs, superior risk adjusted investment performance and 24/7 on-line access to information and valuations.
