Investment Services

Maitland offers a range of sophisticated and flexible investment services tailored to suit the individual needs and requirements of family offices and private clients.

We do not sell investment products – you should expect that our interaction with you will be a partnership with the ultimate aim of achieving your financial objectives together. As part of a broader Fiduciary and Legal team, we have the utmost respect for the fiduciary obligations of the trustee, and consequently our core offering has been developed to avoid any possible conflict of interest and rather support trustees in the day to day management of the financial affairs of a family.

Your adviser may also bring in expertise from Maitland’s Corporate Services and/or Fund Services teams, depending on your needs. For example you may require administration and backup servicing of a securitisation vehicle, or a private equity fund to be set up.


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