Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, we provide expert advice, investment plans and tailored portfolio management to help you achieve your goals.
Value is all about achieving what’s important to you. Trustees Private Wealth financial advisers understand that your investment portfolio is part of your wider life planning. Money (or cashflow) is an important aspect of such planning but it also goes beyond that – your trusted adviser should always understand your values. Your values will drive your choices and that’s where the benefit of having an adviser walk beside you and develop that deeper knowledge of “you” can successfully translate into meeting your life plans.
You can expect us to provide value in the form of:
Meet for a complimentary consultation
Establish your current situation and goals
Review and monitor the portfolio and performance
Implement the portfolio
Create an investment proposal
You may be cautious, adventurous or a mixture of both – so we focus on creating portfolios that will not only achieve your objectives, but take into account your personal preferences, making sure we maximise returns within your agreed level of risk.
Our job is to ensure your money is consistently working for you through the right types of investments that allow you to enjoy the growth of your investments whilst also retaining the benefits of liquidity.
Our starting point is that you should be well diversified across types of assets and geographically. However, if circumstances require otherwise, we can tailor portfolios in a less diversified way.
Trustees Executors is not owned by a bank, insurance company or funds management company. This frees us up to look widely, including globally, in an unbiased way for assets that we feel will work well for you. We do not have any tied arrangements or quotas with providers. Should there be any potential conflicts of interest we will disclose these to you.
Our investment strategies are based on high-quality research combined with disciplined decision-making that is grounded in our experience as professional investors. Our team of investment experts, overseen by a specialist Investment Committee, draw on research and market information from many sources before putting assets into a portfolio. These efforts can include, but are not limited to, interviews with asset providers and managers, evaluating research reports, interviewing and attending presentations by market participants such as fund managers, brokerage houses, asset allocation consultants and fund researchers.
And it’s not just a ‘set and forget’. All assets are under regular review to ensure performance is up to expectation and if not we will replace them. However, we are not a share broker and do not trade client portfolios to generate revenue.