We are able to track our heritage back over 250 years and have been helping charities with their investments for nearly as long. To help ensure we fully understand the issues facing our clients, we actively encourage members of staff to take up a trusteeship with a wide range of charitable organisations or act as volunteer independent investment advisors on charity investment sub-committees.
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About the author
Charles Mesquita is a charity specialist with over 30 years’ investment experience. He is a trustee of three organisation and is passionate about helping charities make informed decisions.