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‘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.

We respect the privacy of everyone who comes to GWA for advice. So while this case study is true, we have changed client names to maintain business and financial confidentiality.
This information should be taken as general guidance only. Before making any decision or taking any action, you should seek professional advice.

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