We're here to help

In this section:

Working with you

We have extensive experience of helping charities and trustees. Like you, we plan for the long term. We understand the special challenges involved in running a charity, and will give you all the support you need.

Sharing your goals

We know every charity has different needs and priorities. We take the time to listen, understand exactly what is required, and identify the best way to help.

It’s very important to us that you feel happy and comfortable with how we are managing your money. So plain speaking and timely communication are an essential part of our service.

We provide quarterly reports and valuations detailing all investment transactions, and the reasons behind our decisions or any change in strategy. We also give you all the information you need to complete management accounts and annual tax returns. We insist on complete transparency in our fee structure, so you will always know exactly what you are paying and why. You can review your portfolio online at any time.

What you can expect from us

We will:

  • Meet with your Board at least once a year, to review performance and ensure the investment policy still matches your needs
  • Arrange regular meetings with our investment teams
  • Provide print and online publications regarding changes to the regulatory landscape and our views on global economy
  • Host investment seminars to explain our strategy to trustees and other stakeholders
  • Work with your other advisers and consultants as part of a wider team

 

  • Guide to our Investment Process

    Published:
    14/02/2015
    Filesize:
    1,677Kb
    Filetype:
    PDF
    What is our approach to finding investment opportunities and building portfolios? How do we interact as a team in order to make decisions that are most appropriate for each client?
    View download
Contact us
Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.