First Samuel Limited

Charities and Not-For-Profits' needs for wealth management  are becoming more apparent

Fiduciary requirements

As a fiduciary (whether a Trustee, director of a trustee company or on an Investment Committee) you have considerable responsibilities for a range of issues.  One of these is the management of investments.

Do you have:

• The time?
• The expertise?
• The willingness?

to manage an investment portfolio.

Increasingly, we see fiduciaries appointing expert companies to manage their investments. Because they answered "no" to one or more of those three questions.

Meet your fiduciary obligations. Slowly.

Get an expert to provide you with strategy.

Get an expert to manage your investments.

Get an expert to manage all of the administration.

Get an ethical expert.

All in the one integrated package.