Investment philosophy

Our expert investment managers deliver a tailored approach, both in the provision of the broader investment advice trustees receive and in the day-to-day management of a charity's portfolios.

Our Investment Philosphy

We understand that your charity’s investment objectives, attitude to risk and ethical focus are central to building the right portfolio to achieve your charity's financial requirements over time.

We take the time to ensure we fully understand trustees' objectives, risk tolerance, time horizon, asset preferences and any requirements for the distribution of capital or income on an on-going basis.

Meeting your needs

Personal

You will always be able to speak to someone who is familiar with your affairs and can answer any queries promptly. This includes direct access to the investment manager who is responsible for the on-going decision-making, including the suitability of the charity's portfolio.

Discretionary

The core of our service is discretionary investment management of bespoke diversified portfolios. This gives trustees the peace of mind that the portfolio is being expertly managed within agreed parameters matched to the charity's objectives.

Ethical

We carefully select companies that will not conflict with your charity's ethical principles. Using Vigeo Eiris, an ethical research provider that screens companies in terms of environmental, social and governance performance, we can verify that investments reflect your charity's aims and objectives.

Coordinated

We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service.

Our credentials

Proven

We have been managing our clients’ portfolios for many years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.

Experienced

We manage over €2 billion (£1.9 billion as at 30th June 2017) of charitable funds across the firm.

Professional

Over 170 investment managers with low staff turnover, providing you with a consistency and continuity of service.

Capital at risk. 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.