If you are a charity trustee, it is essential to act in a prudent and responsible manner, whilst seeking the best possible returns in line with an agreed approach to investment risk.
This may mean taking account of any ethical and environmental screens in order to meet the trustees’ requirements, whether there is a short term need for income or capital growth for the longer term.
We have a wealth of experience in delivering coherent and well defined charity investment strategies for trustees’ and their charities. Using our model investment portfolios, we will agree a bespoke investment strategy with you, where the objective is to grow the charitable assets in a tax efficient manner, in line with your objectives.
Where there is an externally appointed investment manager, as is the case with our client White Eagle Lodge; we will assist you in undertaking appropriate due diligence, monitoring of investment performance, delivery of required income and adherence to the agreed tolerance for risk within any screening requirements.
We will work alongside your other professional advisers in delivering our investment solution and will continue to monitor progress with you, to ensure your requirements continue to be met.