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Working With Charities

Lightening The Load

In an increasingly complex world, our charity offering is a simple, bespoke, local and personal service. Our aim is to take the burden off trustees by providing high quality investment management and first class service.

While many charities share similar financial goals, we know that no two are exactly the same. By working in partnership, we can develop a bespoke portfolio to best serve each charity’s goals.

Most of our charity clients opt for our discretionary portfolio management service. This means that your charity’s investment manager will manage your portfolio in accordance with the specified investment objectives, risk profile and income requirements that we agree together at the start and review regularly. We find that charities value the simplicity this brings to the investment management process and the passing of responsibility for investment decisions from trustees to professional investment managers.

For some charities, the nature of their work is reflected by the ethical criteria for their investments. We are able to accommodate a wide range of ethical investment requirements as we build each portfolio from scratch in line with your preferences. This is in contrast to the typical one-fund-fits-all view that is far from optimal. Our stockbroking capabilities allow us to utilise individual shares to ensure each portfolio meets the charity’s ethical standards.

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