Establishing a Portfolio in line with the Charity's Objectives and Risk Profile

As the service name suggests, the intention is to manage the Charity's investment portfolio within the ethical guidelines, objectives and risk parameters specific to the Charity. In conjunction with the Trustees, we establish a tailor-made investment strategy for the portfolio at the outset and one of our dedicated and experienced Investment Managers assumes responsibility for the day-to-day management of the investments.

Bespoke Investment Management Philosophy

Our emphasis is on bespoke Investment Management and, through this approach, we develop strong relationships with our clients, based on trust and mutual understanding. Our philosophy is centered on capital preservation through a variety of strategies including geographical allocations, thematic plays and stock selection.

Reporting & Communications

Every six months, or upon specific dates chosen by the Trustees, we provide you with a formal report on the portfolio which includes a detailed valuation and sector breakdown, performance figures, a transaction summary plus a report detailing the reasons for the portfolio activity over the period and a review of the global markets with background and political influences.

Where required we work with the Charity's other advisors and attend regular Trustee meetings. We are happy to support charity events in various capacities where possible.