We manage investment portfolios for a wide range of organisations across the charity and non-profit sector. Our clients include educational trusts, fund-raising charities, foundations and religious orders.
We understand that while many charities share similar income and capital requirements, each charity is unique and therefore their investment portfolios must reflect their individual needs. We are on the panel of Investment Managers used by Charities Aid Foundation (CAF). We ensure we take the time to get to know the charity trustees’ priorities and values, working closely with them to develop an understanding of what the charity is looking to achieve and a portfolio that meet those objectives.
Our ethical screening service provides trustees with the extra reassurance of knowing that they are investing only in companies that make positive contributions to society, and do not conflict with the charity’s values and beliefs.