Expertise that matters to charities

  • Each charity client is offered its own discretionary portfolio – structured to reflect its specific policy requirements, be it a balanced investment objective or a different strategy
  • All aspects of the portfolio and relationship are managed by investment professionals and accessible charity investment specialists; we have charity teams in eight UK locations
  • It is not just about managing the money – we will help you with your policy, provide professional investment advice, offer trustee training and work closely with you as you review your finances and budgets
  • We have significant in-house research capabilities, covering a wide range of investment opportunities – we take these recommendations and tailor your portfolio to meet your specific needs for growth and income, all within your own risk tolerance
  • We have direct access to ethical screening software; this enables us to screen a wide range of ethical criteria (negative and positive) within each charity portfolio