Charity Investment & Charitable Trust Management

Many of our clients have charitable trusts which need managing in order to achieve the goals that trustees have laid out.

We understand the varying needs for charity investment trusts and the demands which are made by trustees. Whatever the reason for the charity whether they are independent schools, private family charitable trusts or globally recognised charities we can invest on their behalf and provide regular face to face updates to the board of trustees.Founded in 1999 to invest a single family’s money, clients can now invest alongside and in the same way as the original family (and their charitable trust). We feel that clients prefer our friendlier and more inclusive firm and appreciate that our interests are completely aligned with theirs.

Our clients enjoy the qualities of a smaller, more accessible and less mass-market firm, whilst benefiting from our team’s experience working for Goldman Sachs, JP Morgan, UBS, Odey & Deloitte.

The group administers over £2bn on behalf of investors and are recognized as industry leaders at creating multi-manager funds, selecting the best specialist practitioners globally, recently being shortlisted for the Investment Week Fund Manager of the Year.

We can help with:

  • Investment Management
  • Wealth Management
  • Financial & Tax Advice
  • Charitable Trusts
  • Pension Advice

Please get in touch

Our charity investment meetings are always free and carry no obligation.

Book a brief phone call by clicking here

Email us at

Call us on 01635778888

Or come and see us at The Old Brewhouse, Yattendon, West Berkshire, Thatcham. RG18 0UE