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.
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.
Public confidence in the charitable sector is currently at its lowest level
The charity sector is undergoing a dramatic change. And the challenges are many and varied. Brexit, institutional scandals and the question of how to engage millennials have all prompted intense discussions on trustee boards across the country.
Download our brochure to read about our pragmatic solutions for trustees.