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Constructing your portfolio

Our investment philosophy

Our investment philosophy involves taking advantage of the dynamic nature of the markets by using active investment management. 

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Our investment process

Our investment process is founded on a flexible approach to asset allocation and stock selection, combined with in-depth analysis from our dedicated research team.

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Our research capability

We have a well-resourced research team dedicated to analysing potential investment opportunities and monitoring these on an on-going basis. 

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Ethical investing

Your dedicated investment manager will construct a portfolio based on your client’s social, ethical and environmental priorities, screening out sectors and companies they want to avoid.

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The three key risks facing a charity's investment portfolio

A series of 3 videos with Matthew Ritchie, Editor at Charity Times, and William Reid, Head of Charities at Quilter Cheviot.

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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