Our approach with charities is the same as with private clients: we work hard to identify your aims, values, goals and objectives and analyse what the charity is seeking to achieve. Once this process is complete, we will design and implement your investment strategy. This will include any ethical investment preferences.
The Trustee Act 2000 requires all trustees to pay attention to the diversification of their investments. We will ensure that your portfolio is spread across different asset classes.
Trustees must ensure that their investments remain suitable. We will pay close attention to your investment criteria and aims. We will also ensure that risk is managed appropriately.
Trustees are required to review and vary their investments. We will help you fulfill this requirement by carrying out regular documented reviews that will ensure your portfolio remains on track.
Our Charity Investment Service enables trustees to comply with their statutory obligations. We help trustees demonstrate that they have taken and considered appropriate advice. Trustees are also able to prove that they have a suitable investment strategy, have regular reviews and have diversified their assets appropriately.