Trustees and deputies

We believe that by following our recommended governance regime, trustees and deputies can ensure their compliance with the requirements of the Trustee Act 2000 and the Mental Capacity Act 2005.

When we work with fiduciaries we overlay our standard planning and modelling with an institutional governance process, whereby every major investment decision is supported by comprehensive analysis and is formally logged and documented.

We can provide you with an Investment Policy Statement that meets the requirements of the Trustee Act 2000 and adheres to STEP guidelines.