Bespoke Service

We provide a service tailored to your particular requirements and circumstances. Following detailed discussion we agree with you a framework that is encompassed in a “Scope of Work” that outlines the precise services to be provided, your required outcomes and time lines for delivery.

These agreed mandates are delivered by a team that is immersed in the Charity sector, acting as Trustees and Members of Charity Investment Committees as well as advisors to Charities across a broad range of sectors, with an extensive variety of operational and endowment models.

Vast Experience

Our Chief Executive has over 35 years’ experience in Investment and Wealth Management covering a vast range of global markets, Asset classes, investment strategies and propositions. As an active participant in the Charity sector for over 15 years, he has fulfilled roles as a Trustee of a grant giving educational Charity, member of the Investment Committee of a national medical Charity and advisor to a broad range of Charities across all sectors.
All this is combined to create a Consultancy focused on our Charity client’s requirements, supporting them in achieving their objectives and delivering their desired outcomes.

Strategic and Relevant

This is complemented by our ability to forensically review your investment management arrangements, provide strategic roadmaps to plot the path forward and where relevant deliver effective Investment Manager Selection processes. The robustness of our manager selection process is derived from constant engagement with the Chief Investment Officers, Portfolio management teams and Heads of Charities of all the major Charity focused Investment Managers, to thoroughly examine and challenge their investment propositions across a variety of strategies and thereby compile a list of managers for your consideration that match your requirements with the capabilities of the managers most able to meet your objectives.

The Result

A comprehensive review of investment and reserve policies as well as investment management arrangements that identifies potential issues and provides a clear strategic roadmap forward to mitigate and resolve these, provides the necessary confidence of aligning policies and objectives with the mechanisms and structures to achieve them. Once the review, strategic roadmap and selection process stages are complete, we provide an ongoing monitoring and reporting service that cuts through the jargon employed by investment managers to provide independent, detailed, clear and relevant reporting to keep you fully appraised.