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  • Services for Charities

Services for Charities

We regard it as a privilege to be entrusted with the management of charitable assets. By forging a partnership with our charity clients, we get to know the unique drivers and nuances of each organisation. This allows us to provide an investment solution that is aligned to their particular needs, from income generation to capital preservation and growth.

By successfully working with private individuals, families and charities, we have earned a reputation for integrity, personal service and meeting clients’ objectives. It is a source of pride to us that our charitable business comes almost entirely from referrals. 

A trusted steward of charities’ assets

Our charity investment specialists work closely with the charity trustees and executives, to manage the portfolios of a diverse range of charities, from arts and culture to education, health and international development. 

Our commitment to charities

We believe that open communications and accountability are fundamental to building enduring client relationships, and understand the responsibility incumbent on charity trustees to review and evaluate their assets on a regular basis. We, therefore, aim to offer a fully comprehensive service, which begins by setting clear parameters around risk tolerance, asset allocation and time horizon. To us, setting objectives at the start of the relationship is crucial, not least because it makes it easier for trustees to gauge the performance of their assets over time. 

To find out more and see in action, Get in touch