Charities and trusts
 

Charities and trusts

Investment performance to support the work of your charity or trust

A good investment process is fundamental to help you achieve your goals. We take care of your investments so you can focus on the work of your charity or trust.

Personalised service

Your passion lies in the work of your charity or trust; nonetheless you have a fiduciary duty to ensure that your investments are prudently managed. We maintain an ongoing dialogue and reporting line with you to ensure these investments adhere to the strict criteria we have agreed on.

Years of experience

We’ve been managing the investments of more than 50 organisations across South Africa, including charities, trusts, professional bodies, foundations and other similar institutions for years. So we understand your needs and use our expertise to structure portfolios to meet your specific objectives.

A strong strategic approach

Whether it’s growth over an extended period or reliable income you want, we tailor your portfolio to your needs. Our global approach to strategy draws on our teams in South Africa, the UK, Switzerland and Ireland. Our portfolio managers have a broad range of expertise, whether in selecting long-term winners or solid, income-generating stalwarts. 

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Let your investments match your charitable goals.

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Paul Deuchar
‘Whether it’s growth over an extended period or reliable income you're after, we tailor your portfolio to the requirements of your charity or trust.’

Paul Deuchar, Portfolio Management head