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Pan Asset

Charities

We are proud of our specialist investment service dedicated to managing assets or endowments for non-profit organisations.

Charities make up Pan Asset's core client base

We recognise that the overriding concern for Trustees is the duty of care when overseeing the investments of a charity.  It is vital to ensure that the charity assets are secure, invested in line with the objectives of the charity, meeting both the short-term commitments as well as longer-term aspirations.

 

 

Our Services

The Trustee's Dilemma

As a Trustee of a charity you are ultimately responsible, under the Trustee Act 2000, for the conduct of the investment management

Our Approach

The relationship between a charity’s governance and investment is vital. Pan Asset was set up to address the needs of charity Trustees

Benchmarks

There are no hard and fast rules about what is the right investment benchmark for a charity. It is important that whatever benchmark is set it should have a reference to the time horizon of the investment, the Trustees’ attitude to risk and any restrictions on investment

What we can offer

Our services start with charities that have £50,000 or more to invest. We have a very flexible range of management solutions which we have designed to meet the needs of most charities

Press

Recent press articles and useful links

CONTACT US

Charles Stanley Pan Asset
55 Bishopsgate
London
EC2N 3AS

020 7799 5454

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