Who we serve

Stewardship for capital held in trust

For foundations, pension schemes, charities and corporates, we manage treasury and long-term assets with the discipline that fiduciary responsibility demands.

Institutions

Institutional capital carries obligations beyond return. Trustees and directors must answer to beneficiaries, donors, members and regulators, balancing the preservation of capital against the need to fund commitments as they fall due. Riesant works alongside boards and investment committees to translate those obligations into a clear investment policy and a disciplined approach to managing it.

We act as a steady counterparty rather than a product distributor. Our open-architecture approach, free of retained retrocessions, means our advice is aligned with the institution's stated objectives. Mandates are documented, governed and reported transparently, so that those charged with oversight can demonstrate that the assets in their care are being managed prudently and consistently.

What we hear

The questions that bring clients to us

Capital preservation

Protecting the real value of endowed or reserved capital so that long-term obligations can be met without undue exposure to drawdown.

Liquidity management

Ensuring that grants, pensions, redemptions and operating costs can be funded on schedule without forced sales at inopportune moments.

Governance and compliance

Maintaining a defensible decision-making framework, clear delegation, and reporting that satisfies trustees, auditors and regulators alike.

Fiduciary duty

Demonstrating that every decision is taken in the interests of beneficiaries, with documented rationale and appropriate oversight.

We needed a manager who would hold to our policy when the committee was not in the room, and who could explain every position when we were.
Chair of the investment committee at a grant-making foundationA foundation appointed Riesant under a discretionary mandate aligned to its investment policy statement, with a reserve portfolio managed for capital preservation and a separate liquidity tranche sized to fund three years of grant commitments.

Questions, answered

Will you manage our assets to our own investment policy statement?

Yes. Where an investment policy statement exists, we manage to it; where one does not, we will help the committee or board draft objectives, constraints, benchmarks and reporting requirements before any capital is deployed.

How do you support our governance and reporting obligations?

We provide regular performance and holdings reporting, attend committee meetings as required, and supply the documentation auditors and regulators expect, so that oversight can be evidenced clearly.

How is your advice kept free of conflicts?

We operate on an open-architecture basis and retain no retrocessions. We coordinate with your auditors and advisers but do not replace them, and our recommendations are made on a suitability-led basis under MiFID II.

Begin a conversation

Let us understand your circumstances

A relationship manager will be in touch to arrange an introduction, discreetly and without obligation.