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Charity Services

Supporting trustees

Our dedicated and experienced charity investment team have a long track record of building portfolios based upon the unique objectives and requirements of charities. Our in house research team cover a wide range of investment opportunities, with our investment team using these recommendations to tailor your portfolio to meet the specific investment objectives, using ethical screening to ensure compliance with your investment policy statement guidelines where required.

We look after the day-to-day management of each portfolio on a discretionary basis and work hard to support charity trustees in their important role. We have a good understanding of the statutory duty of care that applies to trustees and we follow all guidance and directives issued by the Charity Commission for England and Wales.

As well as managing portfolios, we can provide additional services, such as working with you to provide guidance notes and a template for preparation of Investment Policy Statements, trustee training by way of individually tailored tutorials.

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To find out more call us on 0800 877 8866