Efficiency, expertise and ensuring continuity are the main drivers for employers considering moving to a sole trustee arrangement, according to new research from Independent Governance Group.

UK-based pension fund sponsors have reported that the professional corporate sole trustee (PCST) model improves governance, ...

Professional trustees have urged the Pensions Regulator (TPR) to preserve the sector’s ability to innovate to benefit pension schemes as it develops a formal regulatory framework. TPR announced ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

Liberty often recommends a hybrid approach that combines both. “The hybrid trustee model is especially effective for blended families or large estates,” Liberty explains. “A corporate trustee can ...