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 continuityTo 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 winnersThe team are proud to be named the Charity Investment Team of the Year at the 2019 City of London Wealth Management Awards.
Meet the teamThe 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
|Alex Faulkner||Investment Assistant||3||1
Our charity services
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.