La Playa Private Client: Insurance with Intelligence®

Insurance Concierge for Clients of Groves

La Playa: Insurance with Intelligence®

Charities and Trusts

Our investment service for charities gives peace of mind that your trustee obligations are being met, and that the investment strategy you adopt is in line with legislation and the organisation’s wider requirements.

Having established your income and expenditure patterns, we can use cash flow modelling to make sure your investment strategy is built upon firm foundations, releasing income when needed, and giving you the freedom to fulfill your charitable objectives for generations to come.

We work in partnership with your trustees, supporting you with advice to make confident, informed decisions - to ensure both long-term financial robustness and short- and medium- term funds have maximum impact.

Our range of services includes:

  • Initial consultancy meeting with no obligation
  • A review of your key documentation (trust deeds and Investment Policy Statements) for compliance with legislation (Trustee Act) and industry guidance.
  • A review of your financial objectives, be they income, capital preservation, or planning for specific projects, with a full report for your due diligence records
  • Cash flow analysis and forecasting, including impact analysis of inflation
  • Independent expert review of your existing investments for appropriateness
  • Access to competitive cash rates for short term cash reserves
  • Review of costs
  • Hands-on assistance for reviewing and selecting investment managers. Industry guidance and best practice suggests investment managers should be reviewed annually and decisions recorded in a full audit trail
  • Monitoring investments and suitability with ongoing review meetings and written reports
Charities and Trusts

Talk to us today.

Insure Your Portfolio Today

Cash flow analysis
Cash flow analysis
Cash Management
Cash Management
Financial Planning
Financial Planning
Investment Management
Investment Management
Trustee Obligations Advice
Trustee Obligations Advice

Specialist & Independent

La Playa's Personal Risk Concierge service means advice
you can trust - from an expert who understands you:

  • Specialist, global policies for affluent lifestyles
  • Independent, expert advice
  • Boutique–style, luxury service
  • “Can do” culture
  • Worldwide capability with offices in New York & London
Champagne

As an independent broker, we can advise on the best policies available - and on risk management measures including valuations, security, fire prevention and property marking - preserving the value of your property and giving you complete peace of mind. We have access to excellent terms with high net worth insurers including Chubb, Hiscox and Hartford.

We can help with insuring...

La Playa’s Personal Risk Concierge means:

Careful listening to really understand your needs and priorities

As much help as you need with completing forms to provide risk information

A discreet and complimentary appraisal* of your property to assess the risks and ensure you have the right cover where you need it

An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions

Careful monitoring of the insurers’ financial strength, claims and customer service

An independent recommendation of the best policy for you - and why

Specialist policy wordings from underwriters who have demonstrated excellence and deep understanding of your risk exposures. We have analyzed a wide range of policy wordings and have selected only the best for our panel. Our advisors have a deep working knowledge of these policies

An intelligently designed portfolio of protection across multiple asset classes and territories

Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down

A dedicated advisor so you can speak to the same person each time.

Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers

Direct phone and email access to your adviser for questions and advice. We aim to pick up calls within 3 rings and to respond to emails within 60 minutes

Policy documents emailed to you - no logins and passwords to remember

An advocate beside you if you make a claim - thinking laterally to mitigate the impact, making useful connections to get you back up and running, and driving through a swift financial settlement

No call centers, hold music, hidden fees. with La Playa, you are our most important client.*subject to availability with our insurer panel

Employee Benefits Concierge

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