If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
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.
The Brooks Macdonald difference
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
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.
Why Brooks Macdonald?
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.
Our insights
Where to start
Interested? Let’s talk
How can we help your clients reach their financial goals? Click the link below.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
