Supporting Charitable Trustees
Over many years, we have developed close partnerships with some of the UK’s longest established charities, including educational establishments, religious organisations, health organisations and charitable foundations.
We have considerable experience in managing a range of mandates, including balanced, cash, fixed interest and equity only portfolios.
Alternative Investments (including structured products, funds of hedge funds and property) have all enjoyed popularity in recent years and our experts continue to utilise these products and asset classes, dependent on the suitability for the client.
The fact that our Investment Managers stay with us for many years means we can offer a true consistency of service and build an in-depth understanding of each charity’s requirements.
We have also developed a sound understanding and appreciation of the statutory duty of care to which Trustees are bound and our team follows closely all guidance and directives issued by the Charity Commission for England and Wales, the Office of Scottish Charity Regulator (OSCR) and the Charity Commission for Northern Ireland (CCNI). This enables us to keep Trustees informed of any changes affecting their investments or their duties.
For more information – please contact us or download our Charitable Trust Fund Management Brochure.