CONSTRUCTING YOUR PORTFOLIO

Our investment philosophy

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

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.

Our research capability

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

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.

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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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