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.
Meeting your needs
Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile and ethical constraints, and actively manage the charity’s portfolio on your behalf, with full discretion across a range of assets within agreed parameters.
You’ll always be able to speak to someone who is familiar with your affairs and can answer any queries promptly. This includes access to the investment manager responsible for the day-to-day management of the charity’s assets and investment decisions.
Understanding clearly what your charity means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.
We understand the additional obligations of professional trustees and offer a high standard of reporting and performance analysis. The charity’s investment manager will attend trustee meetings as and when required, and we provide ongoing training and guidance on topical issues affecting trustees.
How we can help
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.