Investment Services

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.