Guiding You To The Best Decisions
Providing charities with advice they can trust requires the right team. Regulations are continually evolving and your reason for investment will be as unique as your charity’s circumstances and ambitions. We understand the complexities of being a trustee and have a network of support to help you.
The old adage of Epictetus; we have two ears and one mouth, reflects our approach. We seek first to listen and then to understand what matters to you as a charity trustee. Whether additional income is required to meet the running costs, or to distribute to the beneficiaries you support, we’ll find the right approach for you.
Our advice to charities is delivered by our Discretionary Portfolio Management Service and our Portfolio Managers specialise in creating bespoke portfolios and managing investments in line with each charity’s aims and objectives. Through regular reviews, attendance at trustee meetings and periodic valuations, trustees are kept fully informed at all times. As you would expect, our team have access to comprehensive investment research data across a range of asset classes and explore the market in depth to ensure whatever investments you hold remain suitable for the objectives of the charity.
Jeremy, Matthew and John are vastly experienced in this complex area and, as the role of a trustee becomes increasingly highly regulated, working with experienced investment professionals is essential to achieve the best possible outcomes for your charity and your important beneficiaries.
To make sure you have the support you need, we work with SocialGoodHQ, an online membership community specifically for charity and third sector organisations. This growing community provides a straightforward way to get your questions answered, through access to learning opportunities via experts, community, courses, resources and feedback online.Get In Touch
As a Trustee, before making any decisions regarding investments you should consider how best the funds can be applied to your Trust’s aims, and how this corresponds with its income and outgoings