The right investment strategy
We know the importance of meeting the investment aims of the trustees, whether these are to generate income, capital growth or a balance between the two. Your appointed investment manager will take the time to establish these and other considerations, as part of constructing an appropriate portfolio. We can also take into account ethical considerations if they form part of a charity’s investment strategy.
Our nominee company handles all aspects of portfolio administration, including settling transactions, receiving income and carrying out regular reconciliations of stock and cash.
Details of all transactions and cash movements are included in our half-yearly reports and summarised in a year-end tax pack. This reduces the expense and administrative burden placed on trustees by legislation.
Trustees are kept up to date by way of regular reports, which include detailed market commentaries and portfolio performance reviews. In addition, your investment manager is available to meet the trustees to discuss any issues relating to the portfolio.
We are an independent business owned by current and former staff and directors. This business ownership structure gives us the freedom to make investment choices for our clients that are in their best interests and not to follow the directions of a large parent company. Our relatively small size gives us the ability to be nimble and responsive to market opportunities when they arise.