Meeting your trustee obligations

Providing specialist knowledge to support your role

Empowering informed decisions

As a trustee, you have an important role to play. By providing you with the necessary knowledge, we can help you make informed decisions that result in the most effective outcomes.

If you’re investing on behalf of a charity, whether your aim is to grow your charity's assets or maintain a consistent income, we can create a diversified portfolio in line with your values and ethos.

Working with charities and trustees

Our investment managers work with a range of charities across the UK. We will meet with you to discuss your key objectives and provide support when acting in the best interests of your charity. We can monitor the ongoing performance of your investments in either a discretionary or advisory portfolio, depending on your level of investment experience.

Working with charities and trustees

Contact your local team

Speak to one of our investment managers to discuss your options.

Contact us
  • EFG Harris Allday
    33 Great Charles Street - B3 3JN Birmingham
  • 0121 233 1222