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Charities and Trusts

We would be delighted to discuss your charity’s investment requirements with you.

We offer a truly bespoke service which means your charity is treated individually and we can accommodate ethical or specific investment constraints. Our Partners are happy to attend trustee meetings and discuss investment performance, ensuring that the portfolio is continually under review. This process allows the flexibility to adapt to specific and one-off changes as required over the years whilst maintaining a long-term investment strategy for the future.

We offer unlimited time to attend meetings and we always ensure that you have direct access to your Investment Manager.

Partners: Andrew Lidsey, James Crocker, Mark Atherton and Sasha Parmar

Please contact us if you would like to learn more about our investment services for charities and trusts, or see our FAQs page and “Becoming a client” section.