Charity services

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.