Services for trustees

Increasingly, trustees require professional advice when establishing investment policies for their organisations. Bestinvest helps implement suitable investment strategies for such bodies and manage the underlying assets in line with the stated strategic asset allocation. This can include taking advantage of attractive opportunities; for example, stockmarket turbulence might throw up good opportunities in the investment trust market thanks to wider discounts resulting from the apparent indiscriminate selling of quality trusts.

Our Portfolio Management team manage assets worth in excess of £900m; a significant proportion of which are from companies, charities, or company pension schemes.

Charities

We provide investment advice to a number of national charities. The advice is tailored for each organisation, taking into account its specific needs and requirements. Our ability to manage portfolios tax efficiently, and produce detailed reports on performance, portfolio constituents and cash movements is very helpful to non-professional trustees fulfilling their duties under the Charities Act.

For further information please contact Oliver Burns or William Day on 0845 053 3176.

Company Pension Schemes

We provide investment services to the trustees of final salary pension schemes and small self-administered schemes. We work closely with the trustees and scheme advisers to help implement their chosen investment strategy and achieve their objectives. Our comprehensive analysis and clear reporting tools play an important role in helping trustees to understand the risks that their pension fund is taking.

We have assisted companies trading in a diverse range of activities such as landscape gardening, intellectual property, farming, kitchenware supply and luxury yacht manufacture.

For further information please contact Oliver Burns or William Day on 0845 053 3176