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
Get in touch
Speak to a member of the W1M team
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