Supporting charitable trustees
Our Advisers have a sound understanding and appreciation of the statutory duty of care that applies to Trustees and follow all guidance and directives issued by the Charity Commission for England and Wales, the Office of the Scottish Charity Regulator (OSCR) and the Charity Commission for Northern Ireland (CCNI). This enables us to keep you informed of any changes affecting your investments or your duties as a Trustee.
Our dedicated, expert teams have a long track record of helping Trustees to manage risk, protect their capital and ensure that their investment strategy responds to the ever-changing legislative landscape. Your portfolio will be created and monitored by an Investment Manager who has considerable experience of investing for charities and is also able to draw on the wider investment knowledge and research expertise of the Brewin Dolphin Group.
Our experience of managing a range of mandates - including balanced, cash, fixed interest and equity only portfolios - ensures we can structure a portfolio to meet your organisation’s particular needs.