We engage with many types of Trustees and Fiduciaries to ensure that our active cash management process leads to risk diversification and improved returns.
We know that the obligations under the Trustees Act 2000 and the Code of Good Governance motivate trustees to earn the best possible interest for their beneficiaries, balanced with providing optimum security. Our service enables our clients to apply these principals to the cash they manage as they do with other asset classes.
The Insignis service allows legal professionals to facilitate suitable accounts that best meet their end clients’ individual cash needs. The service can be tailored to different cash management client requirements in a wide variety of legal situations, ranging from divorce proceedings, major asset disposals such as selling a property, court of protection saving accounts, to power of attorney bank accounts and trust management.
Examples of clients include Charitable Trustees, Pension Trustees, Attorneys and Deputies. Click here for more information.