Charities and not-for-profit
We recognise that the overriding concern for Trustees is the duty of care when overseeing the investments of a charity. It is vital to ensure that the charity assets are secure, invested in line with the objects of the charity, meeting both the short-term commitments as well as longer-term aspirations.
All too often, charities have been offered an investment solution that does not match their risk appetite or spending plans. Many ‘off the shelf’ investment solutions can be dressed up to appear tailor-made for charities but do not exactly match the Trustees’ requirements. We place particular emphasis on this relationship, which is based on our own experiences as Trustees of charities.
In setting an appropriate strategy for a charity, we take into account the future expectations for investment markets, the likely spending plans of the charity and also the legislation that governs how the charity can manage its investments.
We adhere to the principles within the Trustee Act 2000 and apply the advice of the Charity Commission surrounding the general power of investment bestowed to Trustees.
Our objective is simple, to meet and exceed Trustees expectations at a competitive cost.