For many years we have provided investment solutions to registered charities and trusts
Our team manages investments for more than 200 charities, with an average portfolio size of £1.07m as at end February 2022. We are experienced at dealing with a number of different charitable organisations including educational and religious charities, and charities supporting schools.
When we work with our charity clients we start by considering the investment policy statement. We can help you identify your charity’s investment objectives and look at factors such as income requirements, ethical considerations, investment restrictions and risk tolerance.
We provide ongoing reporting on a quarterly basis, highlighting the performance of your portfolio. Trustees have access to our online client portal and we are happy to attend trustee meetings to provide regular updates.