We provide bespoke investment solutions combined with a highly personalised service. This allows us to deal with a range of mandates from the straightforward to the more complex and demanding.
We have looked after charities since our inception in 1986 and understand how to manage charitable investment assets in a prudent, pragmatic and flexible way.
OUR DEDICATED TEAM understands charities and the demanding and accountable environment in which they operate.
A DIRECT RELATIONSHIP with portfolio managers is a vital part of delivering a trustworthy and transparent service.
LONG TERM PERFORMANCE is fundamental to meeting the aims of charities wanting to preserve capital in real terms and produce income to sustain their activities.
BESPOKE discretionary investment management is our business. When combined with a highly personalised service, we can manage a range of mandates from the straightforward to the more complex and demanding.
ETHICAL INVESTING is ideally suited to our investment approach; over a quarter of our charity clients invest in this way. A copy of our guide to writing an ethical investment policy is available here.
"Our Trustees value your company's integrity and expertise."
Waverton Charity Client
We believe in the central role of the portfolio manager and that much of the value in an investment service is the due diligence that occurs in the early stages of a client relationship. Our meticulous approach enables trustees to judge and strike the right balance between potential income and growth expectations, in order to protect the long term nature of the charity’s purpose.
Our approach puts us in an excellent position within the industry to deliver our clients’ needs as their investment objectives naturally evolve over time.
We would be delighted to have the opportunity to explain our investment philosophy and process in more detail.