Portfolio management for charities

While no two charities are the same, we understand that many trustees face similar challenges in meeting their fiduciary duties, whilst acting in the broader interests of the causes they support.

You need to be confident that your charity’s investments are being well-managed, in line with the ethical, social and environmental concerns of your organisation.

Our services focus on maximising the return from investments while ensuring they are compatible with your charity’s mission. Recent regulation requires charities to disclose their investment policy for integrating social, environmental and ethical issues. We ensure each investment strategy is closely aligned to its mission. You will get direct access to the person managing your charity’s investments and they will work with you to deliver an investment portfolio that fully meets your requirements.

We currently manage over £94 million of funds for a range of charities*, reflecting the trust and confidence in our investment management services.

*Source: As of 30 June 2011.