Charity services
The genuine partnerships we share with our charity clients expand far beyond investment management.
Get in touch
The genuine partnerships we share with our charity clients expand far beyond investment management.
Get in touchatomos currently works with over 50 UK charities and has a broad range of charity clients covering animal welfare, art, armed forces, education, disabled and disadvantaged, environmental, healthcare, religion, poverty, sports and many more. We have genuine partnerships with our charity clients and many of our employees are trustees of charities themselves.
Our dedicated team form long-term partnerships with charities to help wherever we can along your investment journey. We are here to help you structure or maintain an effective investment policy, safeguard and grow your charity’s capital and income and ensure that you are invested in assets that are aligned with your values.
The first step is to discuss and define your charity’s investment policy. From there we form a portfolio of suitable investments carefully crafted to match your charity’s requirements. For example - income can be particularly important to some charity clients when it comes to paying out grants, while others might be in need of long term capital growth to fund a particular project. Whatever your requirements, our breadth of service and expertise can ensure you follow the right path.
We have a strong investment culture with a clearly defined philosophy and process.
When building portfolios, we draw on the firm’s extensive resources and expertise, with experienced teams working across asset allocation, investment selection and risk management. Our investment principles guide us as we seek out opportunities across the world’s financial markets, rather than investing with a UK bias.
Our investment philosophy is predicated on the power of compound returns; we seek out quality businesses that can generate profits regardless of the economic environment, as long-term investors.
Many of our charity clients reflect their ethical values within their investments, thereby aligning their portfolio with their own endeavours.
This also serves to manage the reputational risks associated with holding investments that contravene their charitable objectives.
Our ethical service is highly bespoke, allowing clients to avoid any sectors or business activities they choose, as well as to direct their investments
towards companies that are enacting positive social and environmental change.
atomos has been a signatory of the Carbon Disclosure Project since 2007 and is a proud signatory to the United Nations Principles for Responsible Investment.
We scrutinise global markets in the search for high quality businesses and investment themes.
We identify investment opportunities at attractive prices and build diversified portfolios.
Our team measure and monitor the risk and performance of holdings and react appropriately to market conditions.
We know the world of charities thoroughly, from the legal obligations of trustees to the best ways to support fundraising - our charity clients tend to work with us not just as portfolio managers, but as active supporters in their endeavours.
Fiona Gordon, Galbraith Charitable Trust
www.lancastercvs.org.uk
Our expertise
We’re ready to listen. Get in touch and arrange a free consultation to find out what we can do for your charity.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
