Our clients are at the heart of everything we do, and this is why generations of clients continue to trust us to manage and nurture their wealth. We recognise that every individual is different and therefore specialise in tailoring bespoke offshore portfolios to their individual needs and aspirations together with those of the trustees.
An investment process built with trustees in mind
At the forefront of our minds is that the investments are there to meet the requirements of the trust. Part of our role is to help trustees make informed decisions, to achieve this we will work with you to understand the trust’s aspirations for the future and ongoing challenges. We use our experience and investment expertise to recommend the right investment strategy for each trust.
Areas to consider:
- Income requirements
- Risk profile
- Expenditure plans
- Overall objective
- Ethical requirements
Through these considerations we will help you to understand the potential risk and reward of adopting a particular strategy, this can then be incorporated into your Statement of Investment Policy (SIP) which sets the framework within which we will manage the portfolio.
Discretionary Portfolio Service
As the objective of trusts can vary significantly, we specialise in creating a bespoke investment solution to target these differing requirements.
We believe that strategic asset allocation is the most important decision you will make when considering your investments and consequently, we attach great importance to determining a suitable risk-adjusted strategy with you at the outset. Your bespoke investment strategy should therefore be individually tailored to your requirements and not solely based on a prescriptive solution or model portfolio.
An open two-way dialogue is the key to a long and successful relationship. You will have a dedicated Investment Manager who, as well as managing your investment portfolio, will be your point of contact for any queries you may have. As well as regular meetings, you can speak to them whenever you want – you will have their direct contact details.
Expertise
Quilter Cheviot is one of the oldest and largest investment management firms. Our Investment Managers have an average of 16 years’ service at Quilter Cheviot and 19 years in the financial sector. Investment Managers draw on the expertise of our in-house equity, fund and fixed interest research teams.
Our expert Jersey team has the knowledge and long experience of working with trustees and their underlying clients and are adaptable in the way that we engage with our clients.
Reporting
We offer modern and flexible reporting solutions delivered in hard copy, electronically through encrypted email or through our on-line service. You will receive regular reports on your portfolio’s performance, and your investment manager will be pleased to provide additional reporting where required.
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