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Charities and Institutional Partners

The services we offer charities, professionals and institutional partners are primarily focused on discretionary investment management. Our aim is to build solutions that are tailored to specific objectives on behalf of trustees, independent financial advisers, other professional introducers and corporate executives.

Our services to charity trustees is broader and includes active stewardship and additional guidance, especially in respect to strategic advice, responsible investing and bespoke reporting.

In some cases we operate alongside institutional partners in dealing with their clients while in other circumstances we work exclusively with the intermediary. The relationship can be as flexible as the institutional partner wishes.

Charity investing

Charity Investing & Active Stewardship

Helping charities and their trustees manage investments to generate income, preserve capital and control risk. Understanding all the responsibilities, challenges and pressures facing trustees and offering active stewardship.

Bespoke investment management

Bespoke Investment Management

Our experienced team can help you, your family or your organisation create a tailored portfolio aimed at maximising wealth over the long term.

Working with clients of independent financial advisers

Working with clients of independent financial advisers

By taking advantage of our investment expertise, IFAs are free to focus on financial planning, managing client relationships and growing their business.

Private Banking

Ethical and socially responsible investment

Our portfolio management service can help you maximise investment returns without compromising your or your organisation’s values.

Charity factsheet

Our charity team understands the unique responsibilities, challenges and pressures facing charities and trustees. Download the factsheet for more information.

Download our charity factsheet (PDF)