As a charity, you go out of your way to understand your beneficiaries’ needs and aspirations. You deserve an investment manager that will do the same for you.
What’s more, we treat you as a retail investor – enabling us to provide advice on all areas of your operation.
Sustainable investing designed specifically for charities
This is an area very close to our hearts. We’ve developed a sustainable investment strategy specifically for charities, giving you confidence that you are managing reputational and third party risk and staying true to your values.
Mutual understanding: the bedrock of any long-term relationship
As most of our charity team members are trustees of at least one charity, they have a first-hand appreciation of the issues you face. But even then, everyone’s circumstances are different. That’s why we go to great lengths to listen to your short, medium and long-term goals. So we can target our investment knowledge for greatest effect.
For instance, when constructing or reviewing your portfolio, you will have access to our strategists, asset class experts, risk and quantitative specialists, among others. In short, whoever is best placed to advise on your particular needs. They will work with you to choose the right mix of asset classes with the aim of producing the best possible returns.
Investments, capital commitments, legacies history, ethical considerations, endowment structures and levels of grant giving. We consider it all when looking at your portfolio.
We'd like to meet you
Come and see us so we can tell you more about what we can offer you.