Institutional Investors

Segregated Portfolios for Charities

A genuinely bespoke and personalised investment management service offering a range of investment options tailored to your Charity's specific financial objectives.

How we work with you

Be it a particular income requirement or specific ethical restrictions, we work closely with you to ensure that your portfolio reflects your requirements at all times.

  • A bespoke investment portfolio
  • Direct access to your portfolio manager
  • Ongoing support and investment advice from the team for your charity account
  • Custody for your assets
  • Training, guides and seminars related to investment strategy
  • Ethical screening available
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