Corporate governance advice

Trust Associates offers independent support and advice to everyone involved in the governance and management of investment companies.  The pressures and demands on the directors and managers of trusts have never been greater, and the investment company sector is now under greater scrutiny than ever.

The services that we offer provide advice and support across a wide range of governance issues that are facing the industry, where an independent view and professional application can assist Boards in many ways.  We can undertake much of the leg-work for one-off issues of concern.  Our team collectively has extensive experience of fund management, investment company management, corporate finance and marketing.  All of our principal consultants have worked at senior levels in the financial services industry.

Work that we have carried out recently includes facilitating board strategy days and strategy reviews, director training, advice on the issue of VAT reclaims, board paper reviews and research into shareholder attitudes, satisfaction and expectations.

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