Our offering
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 clients seeking a pooled approach, we have a charity-specific fund, The WS Waverton Charity Growth & Income Fund.
Segregated portfolios
We offer a bespoke and personalised investment management service to incorporate your specific requirements.
Charity Fund
Our Charity Growth & Income Fund offers a straightforward ethical investment solution for charities pursuing cost-effective capital growth and income.
Investment guides
We offer tailored trustee training and ongoing guidance to ensure trustees understand their responsibilities, stay compliant, and feel empowered in their roles. Our goal is to support you every step of the way.
Conducting an investment manager review
Investing for the first time
Writing a responsible investment policy
Writing and reviewing your charities' investment policy
Conducting an investment manager review
Investing for the first time
Writing a responsible investment policy
Writing and reviewing your charities' investment policy
Conducting an investment manager review
Investing for the first time
Writing a responsible investment policy
