Background
‘Prudent Stewards’ is a trust fund set up to support a significant Heritage building, mainly through invested legacies. The Trustees appointed to manage the investments, all volunteers, had various objectives – some of which were at odds with each other.
How GWA helped
GWA looked at all of the investment objectives including income, growth, capital preservation, ethical investments and asset stewardship. As it was clear that no one solution would meet all of the criteria we recommended a portfolio of four different wealth solutions.
