Expert Advice & Portfolio Management

Tailored Investment Solutions

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 individuals and organisations.

— Secure and flexible investment structures

Our Planning Approach

We will tailor your portfolio in a way that meets your needs. We will start by having conversations with you to find out what it is you are trying to achieve and when. We will look to ‘take stock’ of where you are now and what resources you may have for the future. This discussion will include what you think about risk, particularly investment risk. We want you to sleep well at night knowing your money is working for you in such a way you will have enough to do the things you want to do. Matching you with a portfolio that contains the right mix of assets is one of the most important things we can do for you.

We have options to suit most situations. We have options for those wanting an ethical focus or have special purpose needs such as those for charitable organisations, special trusts or investor migrants.

We understand that money is merely a means to an end. Our recommendations, which will always be in writing, will not just focus on the investments in your portfolio, but will also look at how achievable your goals are and if needed, suggest other strategies that might support you getting what you want. We have a team of experienced advisers who will work with you to put plans in place and assist you along your journey. Because our long experience tells us that circumstances change over time, we can suggest new strategies to help you respond to these.

Crafting Your Strategy

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.

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— Secure and flexible investment structures

Socially Responsible Investing

With the growing awareness of investing ethically many of our investors are seeking to adopt these philosophies through our Socially Responsible Investment Portfolios (SRI). Our investment services team specialise in this ever-evolving market.

Our Approach to Socially Responsible Investment

Our goal in implementing and managing SRI portfolios is to allow you to pursue your sustainability goals without giving up a sound investment framework. Our SRI portfolios are consistent with our standard portfolio in that they are globally diversified, low cost and based on academically backed investment strategies.

In addition to these characteristics an SRI portfolio features:

  • No controversial weapons and tobacco
  • A target of lower carbon emission exposure
  • The use of fund managers that incorporate ESG (environmental, social and governance) factors into their investment process

Ethical investing doesn’t have to be expensive. By selecting fund managers with varying degrees of sustainability we are able create a portfolio which excludes the most controversial industries, integrates an ESG process where it is efficient to do so, and includes several funds which target lower fossil fuel emissions.

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