Charities & Trustees

Helping you achieve your charitable objectives

We have advised and managed portfolios on behalf of charities and trustees for many years. We take time to understand the objective of the investment, the degree of risk the trustees are able and willing to take and any restrictions or ethical considerations they wish to impose on the construction and management of their portfolio.


Charitable Trustees, Attorneys and Court Appointed Deputies

Whether investing for income, growth or both, we are fully aware of the demands on Trustees to comply with the statutory requirements laid down under the Trustee Act 2000, in particular
  • Suitability of investments – including taxation and costs
  • Diversification
  • Legal constraints
  • Liquidity
  • Time horizon
  • Unique circumstances
  • Keeping investments under review
The Act and the outcome of recent court cases have increased the scrutiny under which trustees are placed.

We are investment managers for a wide range of charities and trustees who appreciate the "peace of mind" and low volatility attributes of our portfolios to deliver the income or capital growth requirements of their beneficiaries.
'Marketstar' is a trading name of Fairstone Private Wealth Ltd, 25 Copthall Avenue, London, EC2R 7BP Tel: 020 7665 8560  |  Fax: 020 7929 2115  |  Email: info@marketstar.co.uk  |  part of the Fairstone Group The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.