Tell us about your charity’s challenges and needs and we’ll talk to you about your options.
Our specialist team of investment managers, positioned across the UK, have specifically chosen to work with charities and have experience in the complex issues facing your sector.
Bespoke portfolio management
Portfolio will be precisely tailored to meet your financial requirements and reflect your organisation’s values.
Your primary point of contact will be the investment manager who makes decisions on your portfolio, so they can fully understand your requirements.
Our proven investment process
We actively manage your portfolio on a discretionary basis. We’ll work closely with you to establish your investment objectives and create and manage your portfolio with those in mind. Our process is:
Our guiding principle is that markets are far from perfect and that a research-based approach will provide the best opportunities from which our charity specialists can design the right portfolio for you.
Though we are long-term investors and not traders, we adopt a policy of active rather than passive investment that allows us to take advantage of opportunities our research reveals.
As a charity your purpose, your values and your aims will always be unique. Understanding this is key, which is why we invest a lot of time getting to know you, so we can adapt to your needs.
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Capital at risk
Please remember past performance is not necessarily a guide to the future and should not be relied upon. The value of investments can go down as well as up and you may not get back the full amount invested. Your capital is at risk.
Our charges are kept to a minimum, with all administration managed in-house to keep costs low.
Resources for charities
Access a range of dedicated resources, sector insights, thought-provoking content, and educational tools.
Learn about our approach to ESG requirements and how we tailor your portfolio to your exact needs.
Meet the team
Meet our diverse team of charity specialists, who are located in 14 offices across the UK.