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The three key risks facing a charity's investment portfolio

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What our clients say

We are specialists in bespoke investment management. We offer you an award winning investment proposition, aligned to the very best standards in client service, honed over more than 20 years of actively working with charities.

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MiFID II - How will it impact you?

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Investments

Select an investment manager you trust to construct the charity's investment strategy.

Key facts

We have a long track record of working with charities.

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£1.7bn Charity AUM

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650+ Charities

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Dedicated
charity team

About Us

We are able to track our heritage back over 240 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.