Funds, trusts and foundations
Fiduciary capital requires clarity, records and calm decision-making.
Randcrest supports trustees, fund principals and foundation boards with investment policy discipline, portfolio oversight, income planning and reporting packs suitable for formal review.
Trustee reporting
Clear packs that explain positioning, risk, income, performance and outstanding decisions.
Policy governance
Investment policy statements, signatory authority, resolutions and mandate changes recorded.
Income & distributions
Portfolios designed around beneficiary, operating or grant-making requirements.
Institutional standard
Built for evidence, not theatre.
Randcrest pages are deliberately written for boards, trustees, investment committees and treasury principals: clear scope, defined risk, disciplined process and measurable accountability.
- Trust deed or mandate constraints translated into portfolio limits.
- Distribution planning connected to liquidity requirements.
- Committee review packs and resolutions retained for audit.
- Onboarding records, FICA packs and authorised signatories managed centrally.