Trustee Investment Service

The Trustee Investment Service is headed by Peter Rutherford.

Being a trustee, whether it is through the will of a relative or a charity, is a potentially onerous task, as the role of a trustee carries a number of responsibilities. However, the RW Ltd Trustee Investment Service can make it interesting and relatively easy.

The duties of a trustee are governed by a mixture of statute and common law, established by various court cases. For any trustee it is worth noting that these court cases have generally arisen because the beneficiaries believe the trustees to be negligent. This is obviously a situation to be avoided.

We can help by:

Collecting relevant facts to understand the trusts current position and evaluating and adopting any existing arrangements
Establishing the trusts financial objectives, tolerance to risk and required liquidity, balancing the interests of all beneficiaries
Producing the trustees' financial plan, including cash flow model (where appropriate)
Establishing a suitable asset allocation to match the trustees' attitude towards investment risk
Identifying the most tax efficient wrappers and construct a suitable investment portfolio
Presenting the trust's written financial report
Establishing any new arrangements and processing documentation
Ongoing monitoring and evaluation of original investment funds and Re-Balancing of asset allocation to benchmark (at agreed intervals)
Providing paper trails for all of the above, protecting the interests of all of the beneficiaries, and demonstrating that the trustees are satisfying their legal and moral duties.

Specialist Qualifications

The following relevant qualifications are held within the team of specialist advisers: