Charities

Protecting assets for the future and generating returns to fund today's work. Trustees are expected to meet fiduciary responsibilities while ensuring that investment strategies remain aligned with mission.

We help charities manage that balance with clarity and independence. Our consultants provide advice and oversight designed to protect capital, manage risk and support good governance.

We work with trustees to:

• Prepare and review Investment Policy Statements
• Establishing Strategic Asset Allocation methodology
• Assess and monitor managers for performance and suitability
• Deliver reporting that is clear, accessible and defensible
• Structure portfolios that balance growth, stability and liquidity

Our experience spans universities, foundations, hospices and grant-making bodies. In every case the goal is the same: to enable trustees to focus on mission, confident that the investment side is well managed.

The result is a stronger platform for impact, with financial resources working in step with charitable objectives.