Services for charities

We assist charity trustees in fulfilling their obligations through each stage of the investment process, from establishing the investment mandate, to portfolio construction and ongoing management.

Each charity’s portfolio is constructed with an appropriate level of risk to meet the long-term financial objectives, subject to any financial and budgetary constraints.

Our services include:

  • Investment management
  • Active management
  • Risk management
  • In-depth performance and risk reporting to the investment committee of the charity.

We understand the regulations, principles and best practice guidance as stipulated by the Charity Commission.