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.
As a Trustee of a charity you are ultimately responsible, under the Trustee Act 2000, for the conduct of the investment management
The relationship between a charity’s governance and investment is vital. Pan Asset was set up to address the needs of charity Trustees
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
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
Charles Stanley Pan Asset