Charity Bespoke Portfolio Service

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.

Crafting a portfolio strategy and keeping you, as trustee, informed of every decision makes our Charity Bespoke Service an excellent investment option for charities.

Tailored to your charity’s needs

Each portfolio is individually constructed to reflect any ethical considerations, income or capital requirements, attitude to risk, investment objectives and timescale of each charity.

A manager – always on hand

Our in-house experts will support the portfolio’s dedicated investment manager, who will design and manage it to ensure their decisions always match the investment mandate you agree to at the outset.

It’s good to talk

We encourage regular communication with you as the charity trustee, and your dedicated investment management team and recommend at least one face-to-face meeting annually.

Partnerships

Only the best will do

We’ve established long-term relationships with expert financial service providers, including accountancy and law firms to ensure your charity receives the best possible advice and service. Their counsel helps us deliver the results you want.

For charities and trustees, our Charity Bespoke Service delivers a trusted service focusing on transparency, communication and personalisation.

A member of our team is always on hand, during office hours, to offer support and answer any questions you may have. At the end of the quarter, you will receive a portfolio valuation report, a performance report, a transaction schedule, and an income and capital statement.

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