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Working with you

We believe that a partnership approach is important. Our investment managers have in-depth knowledge of the Trustee Act 2000, Charity Commission guidelines and the ‘duty of care’ of trustees. This knowledge means that we can provide assistance with clients’ investment policy statements and give assistance to new trustees in understanding investment reports.

The same investment manager will generally work with you throughout the whole time that you are a client with Quilter, ensuring that they have an in-depth knowledge of the circumstances of the charity or trust and can match their management style to your needs.

Managing the account

Before constructing a portfolio the investment manager will discuss the trust or charity’s long and short term objectives, levels of risk and other factors. At this point issues such as specialist benchmarks and reporting structures will be discussed.

We welcome regular contact with clients and report formally on a six monthly basis and more frequently if required. Our reporting structure is comprehensive and includes a special Trustee report for charity clients.

Clients and advisers can also view up to date valuations and transaction reports via our secure on-line area.