Investment Management Services for Charities

We’ll start with a conversation, which will give us the opportunity to find out what your charity would like to achieve. We take this time to get to know the trustees to understand the aspirations and long-term goals of the charity.

Understanding the financial goals and attitude towards risk will help us design a bespoke portfolio that meets your investment needs. We’ll consider a wide range of factors – from income needs to the appropriate risk level, while also considering any environmental, social and governance (ESG) or ethical requirements. We’ll discuss your current financial situation, timescales for your goals so we can understand precisely what it is you want to achieve.

We use the information we’ve gathered to design an investment strategy to meet the charity’s objectives. We’ll consider any existing investments the charity might have and utilise our research tools and risk software to provide the trustees with a bespoke investment proposal that outlines the costs and charges.

Once we have agreed the strategy with the trustees, we’ll go about implementing this, constantly monitoring and adjusting the portfolio within the agreed parameters. Using sophisticated research and risk management tools, we’ll make sure your charity doesn’t miss out on appropriate opportunities or be exposed to any unnecessary risks.

Your dedicated Investment Manager will oversee all aspects of your relationship and investments. You’ll be able to keep updated regularly on your portfolio performance with our secure client portal and app. You’ll also receive regular reports to keep you updated, we’ll be there at any time to discuss first-hand all matters regarding your portfolio.

Your Investment Manager will review your strategy regularly, with a milestone review meeting to make sure your investments are always aligned to your charity’s objectives and risk appetite; adapting where required.