Charity Investment

Untitled -2-2At Turcan Connell Asset Management our investment approach to charities is different from other investment managers. Our breadth and depth of expertise in dealing with everything that matters to charities is unrivalled and gives us a comprehensive perspective on the needs of charities. The benefit of our holistic approach and depth of experience is that, from national institutions to small foundations, we understand your charity's particular circumstances and provide advice tailored to it.

In the current environment of regulatory change, and with ongoing pressure on income and other growing demands and responsibilities placed upon on charity trustees, it is important that charities select an investment manager who understands and is responsive to their changing requirements. We work with you to understand not just your specific objectives and requirements but also the detailed regulatory and legal issues which affect your investments to give us - and you - the bigger picture.

We work with charity trustees to build trust and to develop long term relationships. Our aim is to provide a high level of ongoing service and support through seamless administration, regular reporting and attendance at meetings whenever required. We act for a wide range of charity investment clients with particular expertise in grant-giving trusts, independent school endowment funds, private and family foundations and within the heritage sector.

Our work in the field of charity investment also includes the development of investment policies in order to comply with the requirements under SORP of charity accounting disclosures on investments and reserves. 

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