top of page

Specialist Investment Advisers to UK Charities, Endowments and Foundations

bw.png

KNOWLEDGE HUB

EXPERT VIEWS

Email.png

SUBSCRIBE

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.

TEAM

Our team brings together extensive experience in the charities sector with a solid investment background and analytical framework. We are owners of our business and we see its success in building lasting relationships with our clients.

OUR TEAM

Our team has extensive knowledge of investing across various asset classes and a deep understanding of the investment management industry.

WHY PMCL?

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.

LATEST UPDATES

TESTIMONIALS

We cater to a select group of esteemed charities and you can see some of their testimonials below

 “The University commissioned PMCL to conduct a review of the University’s endowment investments. We received a highly professional service which put the University’s specific requirements first and foremost. The final report was comprehensive, relevant, and full of insight and analysis which has given us a much greater understanding of how our portfolio is performing and how our investment strategy is working.”

EDWARD REEVES
HEAD OF TREASURY

BRISTOL UNIVERSITY

Forest_edited_edited_edited_edited_edited_edited_edited.jpg

CONTACT US

If you would like to discuss how PMCL may be able to help with your investment portfolio and strategy, please get in touch with our Founder & CEO, Edward Jewson
T: +44 (0)207 866 2534            edward.jewson@pmclconsulting.com
or contact us via the form below.

Thanks for getting in touch!

Contact
bottom of page