Investment Services for Charities
We provide comprehensive investment management for trustees of charities. We manage portfolios, administer funds and advise trustees on their investment powers and policy.
With increasing pressure on fundraising, and new trustee responsibilities, investments are expected to work harder and trustees are coming under greater scrutiny. Our team of investment managers advises on all types of charitable and ethical investment.
We work with trustees to develop an investment strategy that meets their charities' financial and policy needs. This may include ethical and socially responsible investment.
For further information contact one of our advisers or ask about our investment services.
Please read the following important information regarding our investment services.