Charity Expertise

Charity Sector Insight

Our team has been managing charity portfolios for many years and has built up a substantial client base. Through talking to our clients and meeting with charities, our team has developed a deep understanding of the charity sector. We also maintain contact with Central Government and charity umbrella bodies in order to keep up to date with any new legislation that might impact on charities throughout the UK.

Tailored Personal Service

Charities deserve a personal service that is tailored to their individual requirements: we aim to provide support that is expertly tailored to meet present and future needs of charities and their professional advisers. Each of our charity clients is designated a specific team headed by a client director who works with our charity clients to establish their investment requirements. Realistic criteria are agreed for performance and client servicing.

Advice on benchmarking and asset allocation

Our aim is to provide charities, foundations and trusts with a value for money service combining advice on benchmarking and asset allocation strategy. We offer an individual service that meets all of our client's objectives, whether through common investment funds, a tailored segregated approach or by giving them access to our wide range of other pooled funds.

First Class Reporting

No matter the size of a charity's portfolio, we regard servicing our charity clients as paramount. Reporting to trustees will be regular and at a frequency to meet each specific client's requirements. We encourage open dialogue and communication.