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
I have used Fiske for more than 30 years and I am more than happy with their service. I follow the market closely, yet I find it reassuring to discuss potential share purchases and disposals with the team rather than simply being told what has been done. Investment is a long-term activity, and, despite many ups and downs, my portfolio has performed very well over the years, largely thanks to the Fiske team.
