We don’t do ‘off-the-shelf’
And, because we don’t do ‘off-the-shelf’ strategies, you’ll be able to build exactly what you need for your funeral trust’s success.
For example, perhaps you know that you need to manage your trusts known cash payments out over the next five years. However, you equally need to focus on growing the trust’s remaining assets and all within risk parameters you’re comfortable with. You’ll have our support in creating an investment strategy where the cash payments due to be received as income on a portion of your assets, mirror known cash payments out your trust needs to make, giving you comfort that these cash payment obligations are covered.
In this way, managing the Trust’s cashflows, i.e. receipts into and payments out of the trust, draws together the four key headline points in our schematic above: growth, risk, liquidity/cash flow and time horizon.
Why we’re different
We’re experienced specialists in getting results for those with a smaller amount of assets, typically £5-500m, under management.
Our strategic partnerships give you access to institutional-quality solutions - for example, we work with leading institutional investment platforms and investment managers to give you the benefit of lower institutional fees.
Why choose us?
An investment team experienced in supporting trusts like yours.
- Bespoke: You won’t get off-the-shelf with us. Our service is designed around your needs to ensure the smooth running of your pension trust.
- Value: High quality and human investment support, but for a price that’s fair.
- A smooth transition: You’ll get a smooth transition if you choose to switch to us – we’ve been doing it for decades. You will get the analysis and reasoning to persuade your internal stakeholders, and we cover all the paper work and project management from start to finish.
