The value of investments and any income from them can fall and you may get back less than you invested.

Insights for Charities

We regularly produce a range of articles from Brewin Dolphin and other charity experts offering insights into charity investment, audit, legal and tax matters.

Insight for charities

Top ten tips for managing charity investments

14 . 05 . 2019

Lynne Lamont, Brewin Dolphin's Head of Charities for Scotland, shares her experience working with OSCR to publish Charity investments: Guidance and good practice.  In the Autumn of 2017, I received......

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Insight for charities

Spreading income risk

14 . 05 . 2019

Many charities rely on income from their portfolios to meet their obligations but are also naturally averse to risk. Julian McCormack discusses how best to strike a balance between the two. For man......

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Insight for charities

The consequences of stock market volatility

30 . 04 . 2019

Guy Foster , Brewin Dolphin’s Head of Research, looks at why stock markets rise and fall. The stock market suffered a few bouts of elevated volatility in 2018. This is most striking because it......

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Insight for charities

Seeing the wood for the trees

30 . 04 . 2019

Charity Finance Group’s Caron Bradshaw discusses how we should start re-evaluating measuring transparency in the sector and helping stakeholders make informed choices on which causes to support.   ......

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Insight for Charities

A Matter of Reputation

05 . 01 . 2019

Neil McLeod highlights the importance of effective crisis management for charities.

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Independent minds

We are bound to no corporate group, so offer unbiased recommendations from across the universe of investment opportunities.