Bespoke and Directly Accountable
At Fiducia we believe it is crucial to spend the time to appreciate each client’s personal background and history, how they created their private wealth, what they wish to do with it, what level of investment risk they are comfortable with and the nature of the service they wish to receive.
The Fiducia Mastertrust
The Fiducia Mastertrust account enables us to consolidate current funds and establish a single personal portfolio for each client, using asset allocation disciplines and selecting funds on a ‘best of best’ basis.
Clients are provided with real time valuations and direct electronic access to their portfolios.
Investment Management
The Fiducia investment management service is advisory, we do not take positions on clients behalf without their knowledge and agreement.
The single, integrated Mastertrust account provides the means to bring together most forms of pension as well as the full range of individual investments, enabling tax strategies to be incorporated alongside investment plans.
Retirement Planning
We have a high level of specialist knowledge of all aspects of pre and post retirement planning. This extends to all forms of pension, occupational and personal.
The Fiducia Masterpension has been established in conjunction with independent pension experts, trustees, solicitors, private banks and property specialists.
Cash Management
The high street banks in particular have been responsible for perfecting highly impersonal levels of service.
As a result, we have established relationships with independent private banks in order that clients may have the level of personal service and attention they expect.
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