Trusts

S&T’s investment managers have long experience in the management of trusts. The duties of trustees have become more defined with recent legislation and they must, in relation to the management of the trust, exercise the reasonable care which a prudent person would do in relation to their own finances, including obtaining appropriate professional advice on matters outside their personal experience or knowledge.

Investment portfolios can be managed on a Discretionary or Managed Advisory basis, with all mandates bespoke to the requirements of the trust.  To further assist with administration, trustees will benefit from S&T’s total reporting package to reduce the heavy burden of paperwork.

In today's fast moving markets, however, S&T strongly advise all trustees to consider using its Discretionary service. Time is very often of the essence and can make the difference between a quick and profitable investment decision and a delay which can mean the loss of an opportunity.