Charities

Identifying and implementing the right investment approach to meet the objectives of a charity or other non-profit organisation places significant responsibility on trustees.

Charities face a number of challenges and pressures – not least in managing their investments. Trustees need to ensure that the charity’s assets and investment portfolios are working in the best way possible to help achieve their charitable objectives.

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.