Investment Services

By: Trust Investments  06-Dec-2011
Keywords: Financial Services, Investment Advice, Financial Service

Investment Advice to Wholesale Investors

We have a long history of providing financial and investment advice to charities. The advice can be broken down into a number of components.

Our investment advice includes identification of investment objectives and policies, modelling and optimisation techniques designed to guide decisions, sustainable distribution policies and tax efficient and cost effective implementation.

Our investment advice is tailored to the specific needs of Trustees and their beneficiaries.

Wholesale Investors

The Financial Advisers Act 2008 (FAA) and Financial Services Providers Act 2008 (FSPA) came into force on 1 July 2011.

Trust Investments Management Limited is registered as a Financial Service Provider providing investment advice to charities that meet the designatation of a wholesale investor. 

Keywords: Financial Service, Financial Services, Investment Advice, Providing Financial

Other products and services from Trust Investments


Financial Services

We offer a range of financial services from the preparation and delivery of monthly financial and annual statutory accounts to the completion of special project work for our clients. The Financial Services team works closely with its clients to ensure an up-to-date understanding of our client's business is maintained. This helps to ensure that financial advice, data and reports provided to our clients are always relevant.


Secretarial Services

The attendance at and recording of our clients' meetings becomes an invaluable service when dealing with often complex matters or the passages of time. Arranging client meetings including any hospitality arrangements. Compilation and circulation of meeting agendas.


Investment Products

Property Fund Profile Group Investment Funds Performance to end of October 2011Unit Pricing October 2011 Solution1, a tailored product for investment trusts. These funds make it easy for Trustees to access good management in all asset classes.


Property Services

Clients' requirements are resourced with team members with the relevant background to provide the best possible service to meet their specific needs. Trust Investments Property Services has a team of six people each with a specialist background knowledge in their service line.