Fiduciary Management
Value
£283,000
Suppliers
Classifications
- Banking and investment services
Tags
- award
- contract
Published
2 years ago
Description
The Trustees have appointed a Fiduciary Manager. The trustees set the overall investment strategy (including the long term risk and return objectives) and then delegate investment decisions and day-to-day running of the portfolio to their fiduciary manager. The FM arrangement has been in place since 2014. The FM monitor will be required to provide a third party evaluation of the Fiduciary Manager.
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Organisation
+44 1619236340
+44 2080597632
+44 3450103503
Timeline complete
Complete