Whilst no two charities are the same, many face similar challenges in managing their finances to achieve the best results for the causes they support. It is therefore vital that associated professional advisors fully understand the unique requirements, goals and aspirations of a charity and the various challenges they may face in meeting those objectives.
Our primary responsibilities as Investment Managers are the best interests of your charity and helping you to meet your obligations as a trustee. Trustees have direct access to the person managing the charity’s investments; they will work closely with the trustees to design the charity’s unique ‘Investment Policy Statement’, allowing us to deliver a bespoke investment portfolio suitably designed to meet the charity’s unique requirements.
Although generating vital investment income as well as growing the portfolio in line with inflation are often core objectives for many charity investment portfolios, we understand that safeguarding and preserving capital is also at the forefront of trustees’ minds. Our investment philosophy is built around prudent investment management, robust risk management and our strong belief that solely focusing on returns will ultimately lead to taking unnecessary risks.