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Our investment solutions

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.

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“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.”

Fiona O'Toole, Chief Financial Officer, The community Foundation for Northern Ireland

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. 

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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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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.