We provide discretionary management and advisory portfolio services, as well as offering a range of funds that target strong returns with meaningful positive impact

Advisory

With a deep understanding of the governance of not-for-profit and charitable organisations, we provide expert advice in all aspects of investing. Our investment advisers make recommendations based on your specific circumstances, objectives and attitude to investment risk. Advisory does result in a greater level of client engagement, as you get the opportunity to decide upon each change recommended. This provides Trustees with an element of control and, with that, responsibility for investment decisions

Discretionary

A portfolio of investments is established based on a client’s circumstances, objectives, and attitude to investment risk. As part of the discretionary service, our investment managers  can make changes to the portfolio, within a defined set of investment parameters established at the start of the relationship, without requiring further client approval. A clients investment policy and objectives and any investment restrictions are continually reviewed as part of the service. Most of our clients choose Discretionary Management and seek to focus on the appropriateness of their overall investment policy rather than the detail of the portfolio construction.

Ethical and Positive Impact Policy

Ethical and Positive Impact Policy

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Article 10 Disclosure

Model Portfolio Article 10 Disclosure

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Latest Insights

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