Services for businesses and charities

Managing assets for a business or charity differs from managing assets for an individual.

For example, we understand that financial intermediaries work hard to meet their clients’ demands and ensure they deliver superior service – we work with our intermediary clients so that they can focus on their clients.

If you are running a business, we offer support for everything from setting up employee share plans, pension and benefit planning to advising you on the sale of your business when the time comes.

Our approach to managing a charity’s assets is to look at the whole picture, including, investments, capital commitments, the history of legacies, ethical considerations, permanent endowments and the level of grant giving.

Our aim is to ensure that, whatever you needs are, your interests drive the entire process.