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Investment Management

Investment Advice

Brewin Dolphin offers portfolio management advice that is shaped by the needs of each charity. 

Our dedicated, expert team has 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
Our discretionary investment management service is focused on building a true understanding of the investment needs and ambitions of each particular charity.

While we follow a disciplined investment philosophy and process, all decisions are guided by the specific requirements of the charity and its Trustees. 

These requirements are set out in the charity’s Statement of Investment Policy that we draw up with the Trustees at the start of our relationship. 

Please note that no service is suitable in all cases and if you have any questions please contact us. 

Ethical constraints 

The issue of ethical investing is high on the agenda of many charities. We recognise the moral arguments for ethical investing and are happy to incorporate ethical investment constraints into a proposed structure as required by Trustees. 

For more information – please contact us or download our Charitable Trust Fund Management Brochure.