Triatlum provides independent, rigorous financial analysis to Trustees and Protectors worldwide. We help Trustees and Protectors to navigate the complex financial obligations and responsibilities associated with their roles. Our service is of particular value for trusts holding substantial or sophisticated financial assets in multiple jurisdictions.

 

We advise in a wide range of circumstances, primarily where Trustees and Protectors are working collaboratively. However, we also help where either the Trustee or the Protector requires independent advice and support. Our role is to provide an objective perspective. This is always grounded in robust financial analysis which is tailored to the specific powers, duties and circumstances of the office holder.

 

Our work often includes a detailed assessment of trust portfolios. We review portfolio construction, investment performance, asset allocation and, where relevant, the impact of invisibles. Where litigation is either contemplated or ongoing, we can model the pro forma performance of a ‘hypothetically properly managed portfolio’, helping to quantify the financial implications of alternative investment decisions over time.

 

By combining detailed financial analysis with an independent perspective, Triatlum equips Trustees and Protectors with the evidence and insight they need to discharge their responsibilities with confidence and impartiality. Ultimately, our objective is to help office holders make well-informed financial decisions. Those decisions should serve to protect and enhance the value of trust assets and create optimal financial outcomes for beneficiaries.

 

Triatlum operates under the regulatory umbrella of the Swiss financial authority (FINMA) and has approved UK market access under the Berne Financial Services Agreement .

 

For more information on this service and how our expert team based in Switzerland may be able to help, please contact us via: fiduciary-support@triatlum.com