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Trusts

Preserve and grow wealth for future generations with tailored trust investment solutions, expert guidance, and a disciplined long-term investment approach.

Wealth preservationProtect and grow assets with a disciplined, long-term investment approach.
Generational planningBuild lasting financial security for current and future beneficiaries.
Trusted stewardshipExpert portfolio management and transparent reporting to support trustees.

How to invest

Our streamlined investment process ensures a smooth onboarding experience from initial consultation to portfolio management

Contact us

Reach out to our team or request a callback to discuss your objectives and risk profile.

Due Diligence

Complete KYC, AML requirements and review fund documentation.

Start Investing

Execute investment agreements and fund your account.

Ongoing Support

Access reporting, regular reviews, and dedicated relationship management.

Contact us

Reach out to our team or request a callback to discuss your objectives and risk profile.

Due Diligence

Complete KYC, AML requirements and review fund documentation.

Start Investing

Execute investment agreements and fund your account.

Ongoing Support

Access reporting, regular reviews, and dedicated relationship management.

Our Capabilities and Solutions

 

Ashburton Investments has built an award-winning, global reputation for investing that makes sense, built on nearly 40 years of know-how. When you invest with us, you benefit from our robust investment approach and philosophy, have access to extensive global research and analysis, and the most up-to-date investing thinking.

Our product set and approach has evolved over time to suit ever-changing market conditions. We know that understanding the needs and ambitions of our clients is the only way we effectively manage risk and access different sources of return, which are designed to provide real returns over the long term.

Our active management and high conviction approach have served the interests of investors since our inception. With a keen focus on the global macro environment, combined with bottom-up analysis, we offer investors proven expertise in asset management and portfolio management services.

We offer, multi-asset and specialist equity solutions to private and corporate clients, including family offices, trustees, charities and wealth managers.

By partnering with us, investors have access to an investment manager with the backing of a large parent company, innovative investment solutions and a long track record of excellence.

 

Specialists in global equity

In a volatile and uncertain world, where investment returns are unpredictable, the Ashburton Global Leaders Equity Fund gives investors access to approximately 27 of the world’s leading mega-cap stocks. Available in US dollar and pound sterling, this concentrated fund comprises many of the world’s most prominent companies as measured by market cap. The fund aims to deliver sustainable superior returns over the long term, through geographic and sector diversification.

Explore our funds

Multi-Asset specialists

Our Asset Management Funds are Ashburton Investments’ longest running multi-asset funds. They were designed to give investors peace of mind while generating growth in a low to moderate risk environment. The funds invest in a diversified range of global assets and are available in pound sterling, euro or US dollar.

The Ashburton Global Growth Fund is one of three risk-profiled funds designed to suit varying investor needs. This fund gives exposure to Ashburton Investments’ best investment view with the aim of achieving superior capital growth over the long term with a higher weighting in growth assets.

Explore our funds

What we offer

We pride ourselves on being able to customise across our existing product range to meet each client’s specific needs.

Multi-Asset funds

Our Asset Management Funds are Ashburton Investments’ longest running multi-asset funds. They were designed to give investors peace of mind while generating growth in a low to moderate risk environment. The funds invest in a diversified range of global assets and are available in pound sterling, euro or US dollar.

The Ashburton Global Growth Fund is one of three risk-profiled funds designed to suit varying investor needs. This fund gives exposure to Ashburton Investments’ best investment view with the aim of achieving superior capital growth over the long term with a higher weighting in growth assets. 

Explore our funds

Documents and resources

Ashburton Application Form MMFTrustsTrade Instruction FormJersey Funded AccountAshburton Application Form SICAVTrustsTrade Instruction FormLuxembourg Funded Account
View all documents & forms

Frequently asked questions

Find answers to common questions about applying for a career with us.

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Contact Us

Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.

Call us on+44 (0) 203 832 3899
Email us onGeneral fund queries: ashburton.fundenquiries@jtcgroup.com
Dealing queries: ashburton.funddealing@jtcgroup.com
Channel Islands28 Esplanade, St Helier, Jersey, JE2 3QA

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28 Esplanade, St Helier, Jersey, JE2 3QA

+44 (0) 203 832 3899

General fund queries: ashburton.fundenquiries@jtcgroup.comDealing queries: ashburton.funddealing@jtcgroup.com

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