Investments from a Trustee Perspective - Magicians’ Tricks Revealed - 15 July 2020
In Quarter 1 2020 we experienced a significant market correction, ending an 11 year bull run in equities. With unprecedented market conditions set to continue, we take this opportunity to consider investments from a trustee perspective.
Trustees have a fiduciary responsibility to protect the interests of the beneficiaries. How can trustees balance this duty with navigating the complex world of investments?
Risk profiling: Who’s risk appetite should trustees be assessing; settlor’s? beneficiaries’? What if there are different generations? How to consider investment time horizon?
For preservation and prudent growth, what type of investments could be considered and when? What should trustees consider when assessing an investment idea? Is now an appropriate time to make changes to longer term investment strategies?
Behind the magic curtain; a rare insight for trustees into fees charged by private banks.
Ms Elizabeth Hart - Managing Director, Wealth Management Alliance Pte Ltd
Ms Goh Seow Chee - Managing Director, Aequitas Advisory Pte Ltd