Companies & Trusts

Fiske works with many companies and trusts providing them with tailor-made investments supported by the services they need.

The responsibilities of Trustees and Directors have increased significantly in recent years. At Fiske we understand the need for you to work with a trusted partner to manage the investments for which you are responsible. The Trustee’s Act has increased the fiscal responsibilities of Trustees and, by working with the team at Fiske, you can minimise the additional burden you are now under.

What services do we offer?

  • A tailor-made portfolio, built in partnership with you, that matches the ethos of your charity, company or trust and includes any ESG (environmental, social and governance) principles you may wish to uphold.
  • Direct access to your investment manager, who is dedicated to helping you meet your specific objectives
  • Regular monitoring of your investment portfolio
  • Quarterly valuations and reports in jargon-free language
  • Full administration and reporting service