Personal Assets Trust
Edinburgh, United Kingdom (UK) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
Overview
Personal Assets Trust is a Scottish investment trust based in Edinburgh, specializing in providing tailored investment solutions for individuals. We prioritize preserving capital and growing investments steadily over the long term through careful risk management and analysis of the global economic landscape. Our experienced team, led by Sebastian Lyon and Charlotte Yonge, focuses on delivering consistent returns and building long-term wealth. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets.
We take the decisions on your behalf, whether to have more risk by buying more equities, or less risk by having more cash and bonds. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets. Our approach is rooted in a disciplined, long-term strategy, designed to navigate market volatility and deliver sustainable growth.
Personal Assets Trust focuses on delivering consistent returns and building long-term wealth. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets.
Contact Details
Edinburgh, United Kingdom (UK), 28 Walker Street
Company Type
Public Limited Company
Employees
10-20
Categories
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