Investment management - Charities

We understand from our experience in working with charities, the challenges and pressures faced by those within the sector and appreciate the importance of finding a trusted adviser.

Contact us

David Morrissey
David Morrissey

Associate Director Dublin +353 1 495 9261

Our specialist charities investment teams across our Irish, UK and Jersey office network are an integral part of our business, and together they manage over €2 billion (£1.9 billion as at 30 June 2017) of charitable funds.

We work alongside trustees to fully understand their charity's investment objectives, risk tolerance, time horizon, ethical preferences and income and capital distribution requirements. Only then do we agree a suitable mandate and build your portfolio.

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.

Meeting your needs

Specialist

Our specialist charities investment teams act for a range of charitable organisations and professional trustee boards as a trusted custodian of their assets. We can actively manage your charity's portfolio with full discretion across a range of assets based on the investment objectives, risk profile and ethical constraints of the charity.

Risk focused

We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.

Rigorous

Professional trustees face a raft of reporting obligations and changing legislation. To assist we offer a high standard of reporting and performance analysis and provide timely training and guidance on issues and legislative change.

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