On the right track

Charitable Trust Investments & Charity Trustee Financial Advice

Cantab works with many Trusts to provide independent financial advice. 

Cantab Asset Management has considerable experience of acting as the Investments Adviser for charity trustee clients.

We deal with solicitors in their capacity as trust administrators and are used to providing information and reports for both lay and professional trustees.

We understand the requirements of the Trustee Act 2000 and the Charities Act 2016 and will work with you to ensure these requirements are met.

We will conduct a full fact-finding process and establish the trustees’ attitude to risk using risk profiling questionnaires.

We will devise an investment strategy, discuss and agree with trustees and then implement and review.

We will help with winding up trusts and attend trustee meetings.

Contact our team for further information regarding our charitable trust investment and financial advice services.

Download our briefing notes to read further.

Cantab Charity Service

Our Advice Process for Institutions

Trustee Responsibility

quote-lefta wise man is he who listens to counselquote-right