Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.
It’s important to remember that the value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
Smith & Williamson’s full year results to 30 April 2017 report strong increases in operating income and adjusted operating profit
Helping Trustees, charities and institutions with charitable status to reach their full potential.
Holding the right amount of cash is important for charities
Download our brochure to read about our pragmatic solutions for trustees.