Investment Management for Trustees

VWM Investment Management was launched in December 2006 with the aim of providing an unrivalled level of service in the areas of financial planning and investment management to anyone involved in the management of money on behalf of Charities and Trusts. The idea was to create a firm that would combine the very best in client service, technical knowledge and portfolio management to ensure all of our clients had the optimum chances of achieving their financial and investment objectives. Our Investment Director, David Thomson, is a former Moneywise Fund Manager of the Year and was a finalist in the recent Scotsman Investment IFA of the Year Awards.

A Portfolio Management Service Designed for Trustees

Our offering is built upon the recommendations of the Myners Review of institutional investment in the UK (2001) which had the aims of setting out a best practice model for investment decision-making for Trustees. When the Charities and Trustee Investment (Scotland) Act 2005 or Trustee Act 2000 is also taken into the equation, it can be seen that Trustees now have numerous responsibilities weighing on their investment decisions.

VWM Investment Management have deliberately integrated Myners’ recommendations into our portfolio management service, finally giving Trustees the institutional level of investment management that they require, but rarely receive. Before outlining our approach in more detail, it is worth outlining our conclusions from Myners.

VWM Investment Management, Myners & The Trustee Act 2000

At VWM Investment Management we believe that Trustees who have to make investment decisions would benefit from more structure and discipline in their approach to investing, just like institutional investors. VWM Investment Management was founded to challenge many of the industry ‘rules’ that govern the service investors receive and to bring institutional benefits to our clients’ portfolios by integrating the conclusions from Myners and The Trustee Act into our portfolio construction process.

To find out more about your responsibility as a Trustee under Myners click here >>