TOPIC
Many trust structures include the role of an "Investment Director" or "Investment Adviser," but the scope of this role varies enormously.
Where structures hold substantial investible assets, the role is often described as an "outsourced chief investment officer" and can help trustees manage diversification, address the differing needs of beneficiaries, and ultimately mitigate investment risk. In contrast, where the only trust asset is, for example, shares in a family-owned business, the role is often designed to relieve trustees of responsibility for deciding when to sell or diversify. Recent cases examining the position of power holders over trusts mean that such roles are coming under increasing scrutiny, and careful thought is needed to understand both the benefits and the risks when trust structures include them.
This session will explore:
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- Why some trusts appoint an Investment Director or Investment Adviser
- How the role compares to other power holders, such as protectors or settlors with reserved powers
- Who typically takes on this role
- What benefits it offers for (i) the trustee and (ii) the beneficiaries
- What the potential downsides are and how they can be mitigated
SPEAKERS
- Tim Eastwood/ Joe Barker, Scott Capital Partners
- Robert Avis, Charles Russell Speechlys CRS
Event Supporter
REGISTRATION CLOSES AT 12 NOON ON OCT. 28, 2026.
STEP Office
Petra Streit
Administration/Events
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