Investment trusts and your family

Using an investment trust to secure your family’s financial future is nothing new. Some of the UK’s wealthiest families have set up investment trusts especially to look after their fortunes, stewarding the wealth of future generations whilst also being open to ordinary private investors.

It’s a compelling proposition: to place your savings the same investment vehicle that these families still trust with their money.

There are a number of trusts where the founding families still have a significant stake. The Cayzer family owns a large proportion of Caledonia Investments, while the Rothschild family remains the largest shareholder in RIT Capital Partners. Brunner Investment Trust and Majedie Investments have significant family shareholdings as well.

These trusts won’t be right for every investor, but they could be worth considering as part of your portfolio to grow your savings over time.

Use the links below to find out more about “family” trusts, as well as discovering why so many families use investment trusts to protect and grow their wealth.