REPORTING & ADMINISTRATION
Reporting and administration
There is a great weight of responsibility that comes with being a Trustee and you should not have to wade through thoughtless communication. We pride ourselves on delivering tailored reporting and effective administration by taking a hands on approach.
Open, two-way dialogue is the key to a successful relationship. Part of our role is to help you make informed decisions in the best interest of your organisation. To achieve this, we aim to maintain an in depth understanding of the aspirations and challenges facing your organisation.
We are conscious of the increasing responsibility and compliance facing charities. We use our experience to help clients in many ways:
- Achieve the investment strategy
- Drafting an investment policy
- One-to-one meetings with new trustees as part of their induction
- Charity briefing notes
We meet most charity clients at least twice a year.
To ensure we provide seamless administration, we do not subcontract administration or custody. We will answer all your questions and provide all the documents as required.
It may be daunting when setting up a new account. We help with all documentation to make the process as straight forward as we can by being there every step of the way.
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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.