Services we offer
Charity clients have their own portfolio tailored to the specific needs and objectives of the trust. We offer a flexible approach to investment strategy combined with a rigorous investment process, a genuinely personal service and competitive fees.
We offer discretionary and non-discretionary investment management services with consolidated transaction and income statements and provide quarterly or half yearly valuations with a comprehensive report and detailed performance analysis.
As our clients you would receive
- a portfolio tailored to the specific needs and objectives of the trust
- a personal service, with an experienced director as the key point of contact
- the flexibility that a bespoke approach offers
- a rigorous and robust investment philosophy and process
- competitive fees representing value for money
- professional administration with a straightforward reporting structure
- a mix of investment, banking and access to accounting expertise within the group which enables us to deliver innovative and tax efficient investment solutions
To speak to one of our investment experts contact a member of the team.