Our Charities Team

Experience you can trust

 

To ensure we meet your charity’s objectives, we have a team of highly experienced investment professionals to support your investment aims and educational needs for the long term.

 

Quality and continuity
To give you the best possible service, our expert charity team works to build a long-term relationship with you. Our charity investment managers have more than 25 years' experience each on average. It is this expertise that lets us develop a detailed understanding of your organisation’s aims and needs.  
 
Award winners
The team are proud to be named the Charity Investment Team of the Year at the 2019 City of London Wealth Management Awards.

Meet the team

The table below lists our Charities Team members and their years of experience.
Name Role Investment Experience (years) Length of service (years)
Mike Marsham Head of Charities 19 2
Louise Hall Executive Director, Investment Manager 25+ 29
James Minett Investment Manager 25+ 23
John Hildebrand Investment Manager 25+ 23
John Ross Investment Manager 25+ 21
Michael Turner Investment Manager 18 17
David Richardson Investment Manager 25+ 14
Tom Quicke Investment Manager 10 10
Nicola Toyer Investment Manager 10
 1
Alex Faulkner Investment Assistant 3 1
Michelle Levy Administrator 25+
 32
Nadine Hinds Administrator 9 1
Valerie Mudge Secretary - 14

Our charity services

Performance and fees

By continuously benchmarking ourselves, and the performance of your assets, we make sure we’re giving you the best possible service.

Events and training

Take advantage of our free training and charity education seminars, designed to support your trustees and senior officers.

Find out more

Mike Marsham

Head of Charities

To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.

Useful documents for Charities

Jargon Buster - definitions of our investment terms explained
Charity Matters Autumn 2018 – Our Charity publication including articles on how easy it would be to impeach Trump, and ethical investment's move into the mainstream.
Charity Matters Spring 2018 – Our Charity publication including articles on the ideologies of Karl Marx within the current UK political context and investing in social housing among others.
Charities Investment Policy Guidelines - Providing trustees with helpful guidance when producing a written investment policy document
View From the Bridge April 2018 - our quarterly publication reflecting topical information and recent changes in world markets.
Risks
Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.