Our specialists have a long and successful record of working with charities and their trustees to achieve required levels of income and capital preservation, as well as to manage a range of risks.
We ensure that our clients’ investment policies and portfolios respond to the changing investment and legislative landscapes wherever necessary.
Our experience of managing a number of asset classes, including equities, bonds, and cash, ensures we can build a diversified portfolio to meet your own specific objectives.
Each of our charity clients works with a dedicated investment team from the beginning of the relationship. We understand that trustees and executives need immediate access to the people managing a charity’s investments, and that their regular attendance at administrative meetings may be required.