Working with Charities and Trusts

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.

  • We have a central research team, that carries our due diligence on a wide range of investments.
  • We have a centralised, robust investment process, that allows the Investment Managers to build truly bespoke portfolios, tailored to the needs of a Charity or Trust and adapt them on an ongoing basis to meet the requirements of the charity as they potentially change over time.
  • You will have a central point of contact, who is the Investment Manager responsible for the portfolio
  • We will report to you on a quarterly basis on the performance of the portfolio
  • Our investment managers have an average of 19 years working for EFG Harris Allday. Giving you the benefit of an experienced, stable team.
  • We have offices in Birmingham, London, Ombersley & Shrewsbury and our Investment Managers can meet either in one of our offices, or at a venue that better suits you, if preferred.

If you would like to know more about how we could help you, please contact us on Tel. +44 121 233 1222.