Investment Mandate

OUR APPROACH

Equity Trustees is able to create an investment solution specifically tailored for the needs of tax-exempt entities including corporate trusts, not-for-profits and charitable organisations. Investment mandates are designed to meet your charitable activities and day-to-day operational needs as well as ongoing sustainable growth. As a trustee company, our fiduciary responsibility ensures that we invest and act with our clients’ best interests as our priority. 

 

Our services include:

  • A dedicated in-house asset management team
  • Access to in-house legal and taxation experts
  • A focus on tax-efficient investment
  • Regular reviews to meet your changing requirements
  • A rigorous internal governance structure
  • Investments managed under the “prudent person” principle
  • Investment expertise across multiple asset classes