Investment process

A clear understanding of the rigorous process we follow in managing your portfolio will give you the confidence and reassurance that we can achieve your charity's investment goals.

Our Investment Process

Our four-stage investment process

1. Assessment of global economic strategy and outlook

Through daily morning meetings, weekly investment meetings and regular strategy presentations, our investment managers review high frequency market and economic data, identify key messages and themes, highlight market issues, share expertise and undertake strategic and tactical analysis of business cycles and risk.

2. Monthly asset allocation process

Our asset class specialists regularly ascribe rankings to asset classes. This monthly process means our investment managers have up-to-date data and expert insight to help them make investment decisions on behalf of your charity.

3. Active asset allocation

We believe asset allocation adds more value than any other investment decision. We therefore adopt a highly disciplined approach to asset allocation, ensuring that our macroeconomic view is incorporated into the blend of asset classes within your charity's portfolio.

4. Portfolio construction

Responsibility for constructing your charity’s portfolio lies with your investment manager. Our sector, stock and fund selection process, as well as risk analysis, play a key part. Your manager’s specific knowledge of your particular circumstances is then overlaid to build a suitable portfolio for your charity.

Meeting your needs


We have more than 170 investment managers, diligently catering for our clients' individual requirements.


Low staff turnover - with many of our people working with us for 20 years or more - allows for the continuity of client/adviser relationships.


Independently assessed 12-year track record demonstrates our ability to add value through rising and falling markets.

Our credentials


One of the largest non-quoted charity and private client wealth managers in the UK, looking after more than 390 charities, as at 30 September 2017.


Independently assessed 12-year track that record demonstrates our ability to add value through rising and falling markets.


Around £20.8 billion of funds under management and advice as at 30 March 2019, of which around £2 billion is for charities.


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

Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

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