The Benefits of Dealing with Trust Investments

As a charity we appreciate that other charities have obligations that extend beyond simply maximising investment returns. We assist charities to achieve competitive returns benchmarked against the commercial market, to manage their administration in a cost efficient way, and expose them to best practice principles.

All our investment products are tax-exempt.

We assist our clients to meet their statutory and governance responsibilities, which require them to have regard to the Trustee Act and the rights of beneficiaries, present and future. Because each charity is different, we have the flexibility to accommodate any unique or specific governance criteria relating to objectives, purpose, beliefs or values.

We help our clients keep up-to-date with legal and regulatory developments that flow from the Charities Act 2005 and the establishment of the Charities Commission.

As we work only for charities, we are able to focus entirely on issues relevant to charities and Trustees, and apply this knowledge for the benefit of our clients.

We are the only adviser that offers charities a complete and integrated service.