Advanced search

Asset management co recommendations?

(3 Posts)
springlamb Tue 01-Apr-14 12:14:01

Considering changing management companies for a trust I am involved with (in a non-beneficiary way) as we have been a little unhappy with personnel changes and administration over the last few years (been with them 15 years). Looking to invite two or three to present to us.
The trust has assets of about £600k excluding property and is more medium-low risk.
The beneficiary is looking for a small income and the ability to use funds to enable travel, and for home improvements over the next few years.
Any companies I could look at on the internet before contacting? I am searching myself but it's outside of my little box really. However, I want to be able to take part in the process.

Braganza Tue 01-Apr-14 14:46:42

Whereabouts are you geographically? Have you looked at the Wealth Management Association website?

Notmadeofrib Thu 10-Apr-14 20:56:09


Ask for Peter Ruddy, he is excellent (I'm not connected but he manages assets for my DH family). I'm a Chartered IFA and I would recommend him - not that you know me from adam grin

Join the discussion

Join the discussion

Registering is free, easy, and means you can join in the discussion, get discounts, win prizes and lots more.

Register now