Charities and Trusts

Specialist investment management services are also available for Charities, Trusts and Pension Schemes.

In managing Portfolios for Charities, Trusts and Pension Schemes, the requirements of each will differ as will the underlying Portfolios. For example, in Will Trusts it is essential to cater for the needs of both Life Tenant(s) and Remaindermen and the attitude and objectives of Pension Schemes and Charities can differ markedly so that a “one cap fits all” philosophy is inappropriate in our view.

In addition to ongoing portfolio management, WH Ireland will provide regular detailed valuations and Portfolio reviews together with a comprehensive report and composite tax voucher matched to the client’s financial year. These are much appreciated by Trustees who are spared the burden of administration and banking generally associated with managing a Fund’s investment portfolio.

In advising Trustees and managing Portfolios WH Ireland benchmarks to WM consensus weightings which provides useful guidance as to asset class weightings which is essential given the increased legal responsibilities and constraints placed on Trustees by recent legislation.

Clearly it is essential that proper investment advice is sought by Trustees and WH Ireland is happy to offer its specialist services to them.