Private client services
The management of private wealth is a very personal business.
Key Trust Company will work with each client to develop strategies that are as individual as they are.
We provide full management and administration – including consolidated accounts and reporting for diverse assets, often held by a number of specialist sub-managers.
We also organise and manage philanthropic and charitable arrangements.
Private client structures use a number of different types of entities. Please see the links above and related pages for more information. You will also find a comprehensive set of Structure diagrams in our Client information library.
Managing our clients’ assets
Preserving wealth is not enough – we seek out professionals who can create it.
We use our knowledge network to help clients expand their investment horizons and so add value to each relationship.
Our independence allows us to appoint specialist managers for various asset classes, always seeking the best of the best for our clients. Thus we recommend and appoint specific advisors who match each client’s preferences and according to asset type. We monitor performance and discuss with our clients where action is needed.
We remain alert to any changes in a client’s priorities and suggest changes to match. We keep each client’s accounting records up-to-date, making them available on demand.
For more information about our Private client services, please contact john.perkins@key-trust.com.
