ABOUT US
PMCL Consulting is a specialist, boutique investment adviser to UK charities, endowments and foundations. Owned and managed by Edward Jewson and Tatyana Mursalimov, our business is dedicated to providing professional advice and expertise to the not-for-profit and public sectors.
Our extensive, sector specific experience means that we are well-versed in its specific investment requirements and understand the complex dynamics of trustee boards and investment committees. Through our bespoke advisory services, we facilitate a seamless integration of investment strategies and charitable goals, ensuring that every decision made is both strategic and mission-consistent.
Our business has a dedicated focus on not-for-profit and public sectors, acknowledging their specific investment needs and understanding the complex dynamics of charity trustee boards and investment committees. We bring an institutional approach to investments supported by a rigorous analytical framework and adapt it to the specific needs of our clients. Our research driven approach enables us to challenge the status quo and bring innovative, practical and cost-effective solutions.
SERVICES
We specialise in advising on investment management for charities, endowments and foundations, including advice on charity investment manager review and selection, investment policy, strategy and asset allocation. We also provide assistance with management arrangements and implementation of our recommendations.
CLIENTS
Our clients choose us because we put their needs first. We thoroughly review each task, providing clear advice that is well-explained and evidence-backed. As charity investment consultants we help each investment committee and trustee board to own their investment strategy and maximise the potential of their investments.
OUR TEAM
Our team has extensive knowledge of investing across various asset classes and a deep understanding of the investment management industry.
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LATEST UPDATES
TESTIMONIALS
We cater to a select group of esteemed charities and you can see some of their testimonials below.
WHY PMCL?
EXPERIENCE
TRUSTEES
Having served as trustees for large charities, PMCL’s team members have a unique insight into the strategic challenges and governance faced.
INVESTING
Our team has extensive knowledge of investing across various asset classes and a deep understanding of the investment management industry.
RESEARCH
We have extensive research experience, collaborate with top investment managers and regularly establish consensus on capital market assumptions.
CONSULTANCY
We have a proven track record in consultancy and have built and maintained successful, long-lasting client relationships. We believe this speaks to our commitment and effectiveness as consultants.
