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Investment management - Charities

Identifying and implementing the right investment approach to meet the objectives of a charity or other non-profit organisation places significant responsibility on trustees.

Charities face a number of challenges and pressures – not least in managing their investments. Trustees need to ensure that the charity’s assets and investment portfolios are working in the best way possible to help achieve their charitable objectives.

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.



Meeting your needs

Specialist

Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile and ethical constraints, and actively manage the charity’s portfolio on your behalf, with full discretion across a range of assets within agreed parameters.

Accessible

You’ll always be able to speak to someone who is familiar with your affairs and can answer any queries promptly. This includes access to the investment manager responsible for the day-to-day management of the charity’s assets and investment decisions.

Risk focused

Understanding clearly what your charity means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions. 

Rigorous

We understand the additional obligations of professional trustees and offer a high standard of reporting and performance analysis. The charity’s investment manager will attend trustee meetings as and when required, and we provide ongoing training and guidance on topical issues affecting trustees.

Our investment philosophy

Understanding your charity’s investment objectives, attitude to risk and ethical constraints is central to building the right portfolio for your needs.

Our investment process

Building the right portfolio based on a clear understanding of your needs. 

Reporting and portfolio administration

Keeping up to date with the performance of your portfolio and minimising the paperwork.

Charity investment team

At Smith & Williamson, our Charity investment team has an excellent reputation of delivering a continuity of service that we know is important.

What our clients say

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

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