In the debut of our new series, we had the pleasure of sitting down with Senior Client Management Associate, Lucy Goldman, in London. Lucy shared her expert insights on developing a sophisticated solution for a recent client need.
A great example of a complex solution we found
for a client recently was the successful oversight
and rebalancing of their family investment portfolio.
It was particularly complicated due
to there being multiple trusts held within lots
of structures across the uk, the USA and also Europe.
And each of these respective entities had unique objectives,
different risk profiles, tax jurisdictions,
different restrictions,
and we had to make sure that all of these were looked
after across the portfolios.
We have been able to take a holistic view, um,
on the family's assets in order to
help provide investment advice, whilst also taking all
of these various elements into consideration,
especially noting the different tax rules
where these have been applicable.
This is something we are really well practiced to do.
Due to the complex
and bespoke nature of our service offering, it has allowed
for the family to keep all of their assets managed together
with one investment manager looking at everything
with one view, but also meeting the
objectives of each trust.
And this has helped reduce cost, benefits
and also reduce the administrative burden for the family.