Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced the launch of its Chilton Trust Royal Palm Funds, a fund series comprised exclusively of a highly curated, select group of outside managers. The Royal Palm Funds will provide eligible and qualified investors with the ability to invest in strategy-specific and hard-to-access managers hand-picked by the Firm’s seasoned Investment Committee. Louisa M. Ives, Managing Director and Head of the External Manager Group will oversee the management of these new funds.
“The dynamic macroeconomic and investing landscape creates the need for high-quality, customized solutions that can generate alpha and provide diversification while mitigating risk,” said Louisa M. Ives, Managing Director and Head of Chilton Trust’s External Manager Group. “This proactive effort to offer thoughtfully chosen investment strategies is designed to deliver exposure to investment opportunities that may otherwise be inaccessible to investors. By providing this additional solution, we can ensure clients are able to access important areas of public and private markets at a much lower investment threshold than the typical direct investment without concentrating their exposure to a single manager.”
The Chilton Trust Royal Palm Funds will democratize access to best-in-class outside managers while also simplifying the often overwhelming process of determining the right combination of outside managers within a certain strategy or asset class. The funds are designed to complement the Firm’s internal strategies and are intended to meet a broad range of investment needs and include the Royal Palm Absolute Return Fund, the Royal Palm Growth Fund, the Royal Palm Equity Fund, and the Royal Palm Private Equity Fund.
“We saw a need in the marketplace for thoughtful, curated solutions for our clients while continuing to provide them access to the best managers. This offering emphasizes our ability to provide a holistic solution within a larger portfolio to meet our clients’ evolving needs,” said Peter S. Kim, Interim-President of Chilton Trust.
The Chilton Trust Royal Palm Funds pay homage to the firm’s headquarters in Palm Beach, Florida. Chilton Trust was founded on the principle of providing top-tier, highly customized investment management, high-touch client service, and holistic financial planning for ultra-high-net-worth individuals and families. Since its inception 15 years ago, Chilton Trust has grown to seven offices and in 2020, received its National Trust Charter, enabling the firm to provide full fiduciary services for clients across the United States.
About Chilton Trust
Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr.
Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships.
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Jill Gordon
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