Local and national charities of all sizes and across a wide variety of sectors come to us for our high standards of service. We focus on building close working relationships and aim to provide flexibility in how we manage your charity's investment portfolio.
Understanding your charity’s mission as well as your financial goals is fundamental to our investment process and the tailored approach we provide.
We offer competitive fees for our service, which helps to improve the return on your investments, so you can manage costs more effectively.
We have the expertise to help you balance financial and non-financial concerns such as ESG, so your investment portfolio aligns with your charity’s values.
If you need to generate a regular income through investing, we’ll make sure you can still meet any long-term financial goals.
We’ll aim to achieve the best risk-adjusted returns within the level of investment risk you consider acceptable for your charity.
Get in touch with Glenn Baker to discuss our wide range of services and how we can work with you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)