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 comprehensive assistance with management arrangements and implementation of our recommendations
CLIENTS
Our clients choose us because we put their needs first. We look at each task as client specific and provide clear advice that is well explained and evidence backed. As charity investment consultants we help each investment committee and trustee board to truly own their investment strategy and maximise the potential of their investments.
APPROACH
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.
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We use data and tools provided by Morningstar and Sustainalytics, leading providers of independent investment and ESG research, to ensure a depth of resource to provide our clients with a full scope of investment consultancy services.
Our membership of a number of charity finance and investment associations enhances our participation in the industry and fuels our thought leadership and idea generation.
PARTNERS, RESOURCES AND GROUPS
TESTIMONIALS
Bristol University
Enginuity
Falkland Islands Government
Institute of Cancer Research
Irwin Mitchell
Royal Academy of Engineering
The Chartered Society of Physiotherapists
The Pemberton-Barnes Trust
Trees For Life
Keele University
