We’ve helped hundreds of charities create their investment foundations for a more secure financial future.
You’ll have direct contact with the Investment Management team responsible for your charity’s portfolio, so you can speak to the person responsible for your investments.
We seek to build a trusted relationship with you and have extensive experience and a strong track record of managing charity investment portfolios.
We’ll work with you to construct a portfolio based on your charity’s particular priorities, investment objectives and risk appetite.
We’ll accommodate your investment preferences, utilising sophisticated tools for ethical screening and incorporating ESG factors into our investment analysis.
We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
We'll maintain regular contact with you either face-to-face, over the phone or through our secure client portal.
Understanding your investment requirements is fundamental to our investment process and the personalised approach we seek to provide.
There’s a lot to think about when developing and implementing your charity’s investment strategy. We’ve put together everything that’s involved into these five stages:
Get in touch with Glenn Baker to discuss our wide range of services and how we can work with your charity.
0207 739 8200 (Open Mon-Fri, 9am-5pm)