Trustees

How we work with trustees

Trustees operate in a regulated environment where clarity of responsibility, governance, and oversight are essential.

We work with trustees to:

Design and manage discretionary investment portfolios within agreed mandates

Apply disciplined asset allocation and risk management

Provide transparent reporting to support trustee oversight

Operate within the legal, regulatory, and trust deed constraints applicable to each structure

Our approach is structured, repeatable, and aligned with fiduciary best practice.

Clear separation of responsibilities

Effective trustee relationships rely on clear accountability.

Trustees remain responsible for:

Acting in the best interests of beneficiaries
Legal and fiduciary oversight
Approval of investment objectives and mandates
Ongoing supervision of appointed service providers

TAM is responsible for:

Portfolio construction and discretionary management
Implementation using funds, ETFs, and, where appropriate, direct securities
Ongoing monitoring against agreed risk parameters
Investment reporting and communication

This separation supports governance, transparency, and regulatory comfort.

Investment approach

Our investment approach is governance led rather than product led.

We focus on:

Strategic asset allocation aligned to mandate objectives

Diversification across asset classes, regions, and managers

Active risk management at portfolio level

Consistency through market cycles

Portfolios are constructed to deliver appropriate outcomes for the level of risk agreed, rather than to chase short-term performance.

Reporting and custody

Reporting is designed for fiduciary oversight rather than marketing.

Trustees receive clear, timely information to support governance and decision making, including portfolio valuation, asset allocation, and risk metrics.

Client assets are held with independent, regulated custodians. TAM does not take custody of client assets.