Fiduciary management

All about you

You can expect a tailor-made service designed around your stakeholders, objectives and governance model.

Beyond climate change

Our portfolios take a broad approach to sustainability, considering climate change, biodiversity, water and sanitation as well as a range of social priorities. In the strategies we manage in-house, we exclude companies unwilling or unable to transition. We include companies whose transitions are underway but incomplete. We want a seat at these companies’ tables so we can engage with them on our clients’ behalf to affect change.

Closer to markets

Unlike fiduciary managers operating as funds-of-funds, we participate in markets directly. That means our hands are on the wheel and we can act quickly when necessary. That also means we’re more clearly accountable, avoiding any finger pointing.

Flexible model

Our service is tailor-made, designed with and for our clients.

In addition to fiduciary management, we can act as OCIO.

We’ve also adapted our core service for Corporate Sole Trustees, who are professionals with different requirements for advice and reporting.

Journey management

There are different ways to get there: Stay the course or de-risk? Growth or income?

As pension specialists, we help clients make journey planning decisions that integrate funding with investment and covenant risk.

Keeping you informed

We’re focused on clarity and brevity. In writing and in person, we aim to provide the right information in the right way.

Investment results and progress vs. journey plans are easy to assess using customisable dashboards available online.