Charitable Investment Experience and Expertise
Brewin Dolphin has been managing funds on behalf of its charity clients for over 60 years and in keeping with its national profile, continues to offer this specialist service across the breadth of the UK. In order to facilitate a nationwide offering we provide specialist charitable fund management operations in four primary centres – Newcastle, Edinburgh, London and Cardiff. The specialist teams in these centres focus on the charity sector and offer expertise and experience to the highest industry standards.
The four specialist charity teams subscribe to the group investment philosophy and process which provides charitable clients with a firm, consistent and disciplined approach to the management of their funds. Communication between the teams is very frequent and charity clients can expect to receive a professional service tailored entirely to their needs. The charity teams do not operate pooled funds and treat each individual charity client in an individual manner with the highest regard for the charity’s own needs and requirements. Funds managed by one of our specialist teams can range in size from a few hundred thousand pounds to over £50m.
Please contact Vinay Bedi to hear more about our charity fund services or to be introduced to one of our specialist team members appropriate to your needs and geographical location.