Investor support services
Equity Trust can provide you with independent investment advice on portfolios held in trusts or companies. Our manager selection service rates and ranks the best investment managers in the private banking world and assesses their suitability to manage your assets and so ensure that your investment goals are met. We also offer our Portfolio Analysis and Review (PAR), a rigorous analysis that gives you an objective view on the performance of investment managers, including an understanding of the level of risk taken to achieve their returns.
Through continued monitoring and review, PAR can help keep your portfolio on track. It's a service that is responsive to your needs and any changes in life circumstances. PAR can help you to identify potential problems in a strategy or portfolio before they become critical, giving you time to consider the most effective solution.
Our investor support is backed up by treasury services including call account management, fiduciary placement, foreign exchange services, electronic banking, and lending support. All these services are designed to help reduce the cost of managing your investments. Due to our relationships with financial institutions, we can also negotiate preferential interest rates for call account and term deposits, lower interest rates for loans and better foreign currency exchange conversion rates.
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Investment manager selection |
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Portfolio Analysis and Review (PAR) |
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Treasury services |
If you have any requests, please contact us.
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