Consulting to Charities
We work closely with charities, trustees and investment committees to fully understand their specific requirements, objectives, restrictions and circumstances.
- Core focus in supporting charities
- Vast experience
- Independent advice
- Alignment with your interests
The GNA Difference
Vast Experience
The team is led by our Chief Executive who has over 35 years’ experience in Investment, Wealth Management covering a vast range of global markets, asset classes, investment strategies and propositions as well as Consultancy as investment and policy advisors in the UK charity sector.
Independent Advice
We are completely independent and are not tied to any investment manager. Our services include reviewing, creating & writing investment and reserves policies as well as delivering investment manager selection process.
Alignment with Your Interests
We are your appointed advisors, sit on your side of the table and bring all our resources to bear to represent your interests and support you in meeting your objectives.
Independence
We are completely independent, and are not tied any to investment managers. We sit on your side of the table.
Experience
Highly experienced and knowledgeable practitioners as well as active Trustees of charities.
Alignment
Ensuring investment and reserve policies are up to date and in adherence to your requirements.