Skip to main content

Discretionary Investment Service

If you have a specific ethical policy or other particular requirements, our discretionary portfolio service could be the best solution for you. This is when we will construct a portfolio based on your charity’s specific investment guidelines. Your investment manager will actively manage your portfolio, making adjustments depending on market and economic changes as well as in relation to any shifts in the charity’s time frame, risk tolerance and circumstances.

Our approach

  • Each portfolio is managed on a segregated basis with most assets invested in individual securities globally
  • We invest primarily in fixed income, equities and alternatives. Within the alternatives we focus on property, infrastructure and private equity
  • We use collective investment schemes to gain diversification and to spread risk. This means we can invest in specialist areas. In general, we do not invest in hedge funds or absolute return vehicles for charity clients

Investment process

We use our experience and investment expertise to help to assess the right investment strategy to meet your aims and objectives. Part of our initial discussion is to explore the various options to achieve and help you understand the potential risk and rewards of adopting particular strategies for your charity’s objectives. The conclusion of these discussions will be incorporated in your Statement of Investment Policy (SIP) which sets the framework within which we will manage the portfolio.

Writing your statement of investment policy

Would you like to speak to one of our charity experts?

Speak to an Investment Manager today to find out how we can help you with your investment objectives.

Contact us

This financial promotion was approved by Quilter Cheviot Limited on 02 May 2023.

The value of your investments and the income from them can fall and you may not recover what you invested.