Consolidation of various asset classes held in your portfolio under a
trust, constituted by a Trust Deed detailing your specific preferences.
Implementation by our Portfolio Managers of a pre-agreed diversified
portfolio allocation strategy designed to support your wealth
accumulation objectives.
Dedicated Relationship Manager to facilitate the achievement of your
long term goals within the specific terms of your trust agreement.
Comprehensive periodic reporting on all the assets held under the trust
to keep you apprised of your portfolio details.
Appropriate for the provision of monthly domestic spend, children upkeep
& education, estate planning & administration, controlled gifts to
friends & family, as well as gifts for charitable intentions.
A Supplementary Trust Deed may be drafted at any time during the Trust,
to vary the terms of management and incorporate other or additional
beneficiaries.