It is important to trustees that their charity's investment manager understands the charity's priorities and the restrictions on how they can invest.
When your charity becomes a private client, your dedicated investment manager will take the time needed to fully understand its unique position and ensure its requirements are reflected in the portfolio.
We are always contactable by telephone, email or in person.
For trustees, understanding exactly what the charity holds in its portfolio can be challenging, and surprises can cause reputational damage.
Our direct stock picking results in simple and transparent portfolios, tailored to your needs, and providing comfort that there are no nasty surprises.
Charities are rightly concerned by their broader responsibilities and how this is reflected in their portfolio.
We call our approach responsible investing. It is unchanged since our formation in 1986 and it dovetails well with the preferences of charity trustees.
