Our Charity Bespoke Portfolio Service is designed for trustees who desire a truly tailored investment portfolio designed to reflect their charity’s specific individual requirements.
Each portfolio is individually constructed and fine-tuned to reflect any ethical considerations, income or capital requirements, attitude to risk, investment objectives and time horizon of each charity. The portfolio will be constructed and managed by a dedicated investment manager, backed by an investment team and support staff, who will ensure their decisions match the investment mandate that was agreed with the trustees at the outset.
We are committed to delivering an outstanding level of service and operate a team approach to ensure trustees will always have direct contacts available during office hours to assist with regard to the charity’s portfolio. We also encourage regular communication between trustees and their investment management team, recommending we meet in person with each charity client at least once a year, or more frequently as appropriate.
Over the years we have established long-term relationships with a number of financial service providers, including accountancy and law firms, and we seek to work closely with all parties to ensure our charity clients receive the best possible advice and service available.
Trustees are able to review their charity’s portfolio information via our online portal, at any time. In addition, trustees receive a portfolio valuation report, a performance report, a transaction schedule and an income and capital statement at the end of each quarter.
For more information, please read our charities brochure.
If you would like to get in touch with our charities team, we would love to hear from you.
London office: 020 7499 6424
Edinburgh office: 0131 240 3900
Sponsorship and community
Charitable giving is deeply embedded in the culture of Brooks Macdonald. In 2011 we established the Brooks Macdonald Foundation, which has donated a substantial amount to over 100 different charities. We also host a number of events each year in support of local charities, find out more.