Charity portfolio management service

We are qualified to provide investment advice, allowing trustees to fulfil their duties when making investment decisions. Our clients benefit from our deep understanding of the charity sector and our wide investment expertise, along with the flexibility, responsiveness and quality of our client relationships. We believe that our expertise gives us added insight into the charity sector’s dynamics, opportunities and challenges.

For charities with assets in excess of £1 million

We offer:

  • A tailored investment portfolio
  • Direct investment, access to pooled funds or a blend of both
  • Ongoing support and excellent service from our specialist charity team
  • Quarterly investment reports and valuations
  • Attendance at meetings and invitations to  events

Understanding your objectives

While charities differ in their requirements, there are four broad stages to our advice:

  • Carrying out an in-depth review of your charity’s financial position, objectives and risk appetite as expressed in your written investment policy
  • Recommending an appropriate strategic asset allocation
  • Tactical asset allocation and investment selection through the business cycle
  • Ongoing monitoring and reporting. This includes reviewing any changes in the charity’s financial circumstances or charity legislation

We are able to offer support and investment options, for charities with as little as £1,000 to invest. Our charity funds can represent a cost effective and efficient way for charities to access our services. Our portfolio management service, for charities with over £1 million to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

Building an investment portfolio suitable for your charity

Investment strategy is at the heart of any portfolio. We aim to identify the appropriate long-term mix of asset classes that best achieves your charity’s particular investment objectives. In doing so we consider the following factors:

  • Return objective
  • Income requirements
  • Inflation protection
  • Risk tolerance: risk of capital loss over a particular period, risk of not achieving return or income targets
  • Time horizon
  • Liquidity requirements
  • Ethical policy

Meet the team

Our greatest asset is our people, whose experience and skill in managing investments for charities has resulted in excellent performance, service and client satisfaction.

Our latest insights

Slide 1 of 0