Trustees in Hong Kong are entrusted with wide-ranging powers to invest and manage trust property. But with those powers come equally significant duties of care, both statutory and under common law. A failure to balance prudence, fairness, and compliance can expose trustees to risk and undermine the trust’s purpose.
Our latest Practice Note, produced in partnership with Anna Chan of Oldham, Li & Nie, provides clear, authoritative insight into:
- The development and use of anti-Bartlett provisions, which can limit oversight responsibilities
- How trustees should weigh risk and reward in formulating investment strategies
- The role of social considerations and beneficiaries’ needs in guiding investment decisions
This guidance is designed to strengthen professional advice around compliance and risk, while offering valuable context for understanding trustees’ decision-making in practice.
This content first appeared on Lexis+® Practical Guidance Hong Kong, part of a growing library of expert commentary, precedents, and practical tools for legal professionals.
Complete the form below to gain instant access to the full Practice Note.
For access to more in-depth resources and practical solutions, contact us today at marketing.hk@lexisnexis.com to learn how Lexis+ Practical Guidance can support your practice.
Note: After completing the form, the whitepaper will appear on the same page. Please stay on the page after submission. If you do not see the whitepaper, contact us at marketing.hk@lexisnexis.com for assistance.