Private Unit Trust Funds
Click to view a visual illustration of
a Private Unit Trust Fund Structure
The private unit trust funds are trust solutions that allow sophisticated high net worth individuals to better manage and consolidate their investments. More often than not, high net worth individuals have portfolios that spans across different countries/ sectors but have limited time to manage and monitor these investments.
There are also situations where these high net worth individuals do not have the relevant expertise to invest into specific sectors or industries, thus missing out on opportunities. The private unit trust is a customized trust solution allowing high net worth individuals to consolidate their investments into a single vehicle for better management and monitoring. It also allows the high net worth clients to invest into specific or targeted areas of interest.
Clients can also appoint managers to manage their investments, thus allowing the former to focus on their own competencies. Lion Trust, aside from acting as trustee, will provide independent net asset valuations and ensure that the trust is managed in accordance with the trust instrument.
