We work in partnership with you to ensure that your charity's investments are aligned with your objectives and the charity's aims. Our specialist team focus on generating superior capital growth so that you, in turn, can concentrate on fulfilling your organisation's purpose.
How we work
For all charity clients, we establish goals at the outset in order to meet your individual requirements. Our dedicated team can help you to understand which investment solution and what balance of assets could work best for your charity.
For clients with specific requirements, such as a particular income target, risk profile or ethical policy, a segregated portfolio can be tailored to meet your needs.
For smaller charities pursuing cost-effective capital growth and income, we have a charity-specific fund, The Waverton Charity Growth & Income Fund.
Further information
Charity investment services
Charities operate in an increasingly demanding and accountable environment; we work in partnership with you to align your charity's investments with its objectives.
