Turcan Connell - Solicitors and Asset Managers

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Breadcrumb navigation: Home > Charities > Investment Services for Charities(you are here)

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.

Briefing Notes

  • Charity Investments (Word Document) Effect of the 2005 Act
  • Scottish Charities Act comes into force May06 (Word Document)
  • Charity Investments (Word Document)
  • Charity Update Feb07 (PDF)

Documents

  • Charity Services brochure (PDF)
  • Discretionary investment brochure (PDF)
  • Guide to the Scottish Charities Act Sep06 (PDF)
  • Duties of trustees Sep06 (PDF)
  • Charity update May 2008 (PDF)

Contact Us


Charities please get in touch»

Associated Personnel

Partners
Robin Fulton
Alex Montgomery
Investment Managers
Richard Hyder
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