Investment Trusts

Independent advice and outsourced services for companies, investment banks, brokers, asset managers and law firms.  

Corporate Governance for Investment Trusts

We provide a complete solution for board assessment and investment manager evaluation for investment trusts. Our service covers all the essential elements of assessment to comply with the UK Corporate Governance Code.

Meeting the requirements of the Code

The Financial Reporting Council (FRC) recognises that not all the provisions of the Code are relevant to all listed companies. In particular they state that externally managed investment companies typically have a different board structure which may affect the relevance of the particular provisions of the Code.

The Association of Investment Companies (AIC) provides clear guidelines on how the Code should be interpreted for investment companies. These guidelines have been endorsed by the FRC.


Making life simpler

Our aim is to help you to focus on what you do best.  We are experts in our chosen fields. Our advice is always as clear and as simple as possible; independent and appropriate to your business. We strive to be fair in our business conduct at all times.  

Good corporate governance is essential to the effective operation of a free market…”  

- Nick Anstee, The Rt Hon Lord Mayor of the City of London  

Fully bespoke, highly efficient and low cost

We provide a fully bespoke, highly efficient and low-cost service made up of a combination of on-line assessment and face-to-face interviews. All assessments are continually updated to ensure they comply with any changes to the UK corporate governance code.

 The board should undertake a formal and rigorous annual evaluation of its own performance and that of its committees and individual directors

 The board should regularly review both the performance of, and  contractual arrangements with, the manager(or executive of a self-managed company)                      

    Corporate Governance Guide for Investment Companies, AIC July 2016