Trustees and professional advisers //

A top-down view shows us where to zoom in on the details.

See how we create a single source of financial truth for trustees and clients.

Working with Method

Our clients are responsible for a lot of capital. Most are trying to use it to look after themselves and their families, and enjoy the life they’ve worked for.

We understand that responsibility. We want to help you make the most of what you’ve built, feel confident about the future and look after the people who depend on you.

We create a team around you to support you in that role.

Trustees

Method provides independent advice and oversight across the full range of trust investments, from traditional portfolios to property, private equity and venture capital. Trustees remain responsible for investment decisions.

We assess performance, risk, costs and suitability, looking at how each investment supports the trust's objectives.

This gives trustees access to independent investment expertise and a joined-up view of their assets when making decisions on behalf of beneficiaries.

Questions we can answer

  • What is the investment strategy based on?
  • Are the fees justified?
  • Are the assets invested appropriately for the beneficiaries?
  • Does the mandate still meet the trust’s needs?
  • What would an independent review add?
Method services

Professional advisers

When you introduce another adviser to a client, your reputation goes with the introduction. We respect that. Your relationship with the client remains yours, and we work alongside the professional team already in place.

Method maintains financial information, coordinates work between advisers and manages projects that cross different areas of advice.

We take on the coordination and administration, leaving you to concentrate on the advice your client came to you for.

Questions we can answer

  • Do you have the information you need from other advisers?
  • Is work being duplicated?
  • Are responsibilities clear?
  • Does everyone know what to do next?
  • What else needs to be done if the client acts on your advice?
  • Who is coordinating work between advisers?

  • We have worked with Method across a couple family offices, I have found them to be efficient and collaborative with needs of the client coming first.

     

    They have made our work easier by linking the different professional service teams, sharing the load and ultimately allowing us to focus on what we do best.

     

    They are always willing to pick up the phone not only for shared cases but also for any financial planning general queries.

    Andrew Shepherd CEO, Shepherd Private Clients

What will a complete view reveal about your financial landscape?

Work with Method