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- Asia Pacific
Our investment process is designed to be bespoke to suit the needs of our Charity and Trust clients. Our priority is to work with Trustees and officers of a charity to ensure we understand your Investment Guidelines and the purpose of the investment portfolio. The majority of our charity clients appoint us on a discretionary basis. This means we work to understand your requirements and objectives and build and manage a portfolio to your needs.
You will be supported by an experienced investment team who will provide ongoing investment and administrative support for your portfolios. Our investment managers work in teams and are supported by assistants, a dedicated research team, and an in-house back office.
If you would like to know more about how we could help you, please contact us on Tel. +44 121 233 1222.