Maitland Family Office offers a range of investment services tailored to suit the needs, risk profile and requirements of high net worth individuals and family offices.
A range of sophisticated and flexible investment services tailored to suit your needs
We do not sell investment products – you should expect that our interaction with you will be a partnership helping to achieve your financial objectives. As part of a broader Fiduciary and Legal team, we have the utmost respect for the fiduciary obligations of the trustee, and consequently our core offering has been developed to avoid any possible conflict of interest and rather support trustees in the day to day management of the financial affairs of a family.
We will assist in setting up and managing the following:
- Portfolio construction
- Asset allocation
- Investment committee within the family office
- Investment policy
- Investment Manager monitoring
- Performance and cost analytics
- Consolidated reporting
We may bring in expertise from Maitland’s Corporate Services and/or Fund Services teams, depending on your needs. For example, you may require administration and backup servicing of a securitisation vehicle, or a private equity fund to be set up.