Waverton has a dedicated team providing investment solutions to charities with a highly personalised service.
From the straightforward to the more complex and demanding, our experience of managing charity portfolios is extensive; ensuring that we manage your investments 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.
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.
Waverton offers charities two investment approaches, segregated and pooled, and can help you to understand which solution, and what balance of assets, could work best for your charity.
An overview of our services are detailed below and you can read more about the team here.
Please contact us to discuss your needs and discover how we can work with you to help you achieve them.