Charity & Philanthropy


As a client of ours you will benefit from the experience and knowledge of our team as we bring together the necessary skills to ensure that we provide you with clear, practical and cost effective solutions to your charitable and philanthropic requirements.

As a leading practitioner in the field of advising Trustees on their investments, our approach is to build strong relationships with Trustees, and where one exists the investment sub committee. From this  we seek to understand what drives and motivates the board and what measures we can introduce to make the investment management function more responsive and effective.

We appreciate that that many trustees give up their free time to fulfil their Trustee duties and  very often have demanding careers elsewhere. As such they simply do not have the time to download enormous quantities of information from the Charities Commissions and read through it. We are therefore on hand to assist and guide you through all elements of the investment process.