Tel: +44 (0) 20 3740 8350

Investing for Charities

We have a long experience of investing for charities.  Over 20% of our total assets under management is invested on behalf of charities and our investment managers have on average 20 years of investment experience having managed portfolios for charities throughout their careers.  Additionally, several managers act as trustees or advisers to charities and are therefore able to fully appreciate the unique challenges charity trustees face when investing money.

The services we offer our charity clients includes regular meetings with the investment managers responsible for their portfolio and full transparency on fees and charges.  Where possible we will vote on behalf of our clients.  Additionally we are pleased to offer tailored services, which may include:

  • assistance with statements of investment principles,

  • income forecasting,

  • bespoke quarterly reports, and

  • screening for investment restrictions using Vigeo EIRIS.

All our clients receive performance statistics, valuations with bank statements and transaction details prepared by the custodian, and have a dedicated administrator.

For information about our approach to responsible investment click here and to read our response to the UK Stewardship Code click here.