Trustee Issues


Many trustees have little or no practical experience of dealing with the complex nature of a charity’s investment mandate let alone selecting investment managers and instructing them as to how the investment brief is to be articulated and fulfilled.

Unlike private investing, by statute, a charity’s investment mandate requires a far broader range of matters to be considered, from appropriate and realistic benchmarking and timely reporting of investment performance, to risk management and assessment of reputational loss if the investment proves to be unsuccessful.

Whether it is a difficult Trustee meeting, relaying bad news, or trying to get to the bottom of how the current investment managers are really doing, we will be there to go the extra mile, be supportive and ensure the Charity's objectives are being achieved.