Lord North Street Limited  

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Lord North Street Limited is a Private Investment Office based in London. We design and implement investment strategies for very wealthy families and charities using best-of-breed fund managers.

We believe that the best solutions for clients will be obtained in a
company with no financial incentive to favour any asset class or fund manager. Our fee structure reinforces our independence and ensures that we sit on the same side of the negotiating table as our clients - we have
no in-house products to sell.

We manage our clients' multi-generational wealth. This includes personal asset allocation and wealth structuring as well as the selection of
managers, custodians and other service providers.

We provide discretionary management of the funds and implement the investment choices. We take responsibility for investment performance.

Founded in 2000, Lord North Street is owned by its directors.

 

Lord North Street Limited is authorised and regulated by the Financial Services Authority
     
     
Private Investment Office
Independent Investment Advice
Investment Management Talent
Trustees Investment Responsibilities
Agents of Wealth Management and Stewards of Wealth Management
Wealth Management
Wealth Preservation and Stewardship
Concentrated Family Stock Position
Family Office Investments
Family Philanthropy
Multi-client Family Office
Charity Investments
Bespoke Fund of Funds
Manager of Fund Managers
Monitoring Fund Managers
Discretionary Management
Manager Selection
Asset Monitoring
Individual Asset Allocation
Tactical Asset Allocation Research

Trustees Investment Responsibilities

 

What do Trustees investment responsibilities consist of?

 

Trustees investment responsibilities have increased over the last few years. In order to show that trustees investment responsibilities had been fulfilled it used to be that trustees had to show that they had used reasonable care in the fulfillment of their Trustees investment responsibilities such as might have been carried out by a reasonable man of business. In addition, trustees investment responsibilities have always meant that the trustees they must always carry out their trustees investment responsibilities in the best interest of the beneficiaries. One of the recent increase in trustees investment responsibilities is that in carrying out their trustees investment responsibilities trustees must show a level of care commensurate with their own level of knowledge and experience so that for instance the trustees investment responsibilities of a trustee who is a fund manager will be higher in respect of managing investments than the trustees investment responsibilities of an individual with no experience of investments.