Select an investment manager you trust to work with you to construct the charity’s investment strategy and meet its financial objectives.

Understanding your objectives

This works on the principle that the best returns are achieved when we work alongside the trustees and officers of the charity to foster clear and open communication.

Our investment service

For us it is important to understand the purpose of the charity’s investment portfolio. We work with the charity to ensure the portfolio keeps achieving the charity’s objectives. 

“We have found the services provided by Quilter Cheviot to be of a consistently high standard. The service is professional and efficient and all staff are approachable and helpful. Quilter Cheviot are knowledgeable about the charity sector and understand our particular needs. We have appreciated their support over a number of years.”The community Foundation for Northern Ireland

The community Foundation for Northern Ireland

Ethical mandates

We employ an independent ethical screening company to investigate the securities researched by our analysts and advise which ones should be excluded given their exposure to sectors which clients wish to avoid.

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Are you a trustee? Or just interested in the charity sector? trustEnews aims to help trustees keep on top of the charity sector.

What people say

“This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board.” 

Fabian French, CEO of UK Community Foundation