Our charity investment managers have a sound understanding and appreciation of the statutory duty of care that applies to trustees. They follow all guidance and directives issued by the Charity Commission for England and Wales, the Office of the Scottish Charity Regulator and the Charity Commission for Northern Ireland. This enables us to keep you informed of any changes affecting your investments or your duties as a trustee.
We have 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. Your portfolio will be created and monitored by an investment manager who has considerable experience of investing for charities and is also able to draw on the wider investment knowledge and research expertise of Brewin Dolphin.
We manage a wide range of portfolios – including balanced, cash, fixed interest and equity only – and will construct a portfolio to meet the specific needs of your organisation.
We will provide investment policy guidance, whether you are a first-time investor or want to review an existing policy.
We provide additional services such as charity seminars and trustee training events across the UK. There is no charge for attendance.