We understand that investment portfolios must reflect a charity's individual needs and values. We work with trustees to develop an understanding of what the charity is looking to achieve and build a portfolio that meets those objectives.
We strive to ensure our business activities have a positive impact on the environment and society. As a group, we aim to make a contribution to the United Nations Sustainable Development Goals (SDGs) to help create a better, more sustainable world.
Managing investment decisions for a charity or not-for-profit organisation requires careful consideration and a rigorous process. Our specialist approach means you will receive advice tailored to your specific needs and circumstances. You will have a dedicated investment manager who will get to know your organisation and who will keep in regular contact with you to ensure your portfolio is meeting your goals and is in line with your risk profile.