Investment Management for Charities and Trusts

The Charities and Trustee Investment (Scotland) Act 2005 provides trustees with broader powers of investment than were previously available, and in effect places trustees in the same position as if they were beneficial owners of the trust estate.

However, with these additional investment powers come greater responsibilities; specifically the duty imposed upon trustees to consider the suitability of investments, the need for diversification and the requirement to obtain professional investment advice.

Lindsays’ investment management service can help trustees to meet their investment obligations. We provide a bespoke service to our charity and trust clients, working closely with trustees to ensure the ongoing suitability of investments in relation to the investment objectives, ethical considerations, income requirements and risk profile.

Additionally, Lindsays provides the full range of legal, taxation and administration services to our charity and trust clients to ensure that a reliable, professional and comprehensive service is available at all times.

For further information, please contact one of our investment managers.

Lindsays is authorised and regulated by the
Financial Services Authority.