Private and professional

Call our office today on:
+44 (0) 1534 766622
Sub Image

Investment Advice

Lutea sees a fundamental conflict between providing its services and providing investment advice.

In its capacity as Trustee or Director it will usually consult with the Settlor, Principal Beneficiaries or Owner on the appointment of an investment adviser to a Trust or Company and discuss in general terms the types of investments that might be available or suitable.

Lutea will monitor the performance of the investment adviser.