Charities and endowments
We support your mission in a way that’s completely different from a traditional Charity Manager.
Charity investments, reimagined
£300bn institutional assets under advice or management
160-strong investment team delivering for your cause over the long-term
Supporting over 100 charity client relationships
What makes us different?
Your purpose drives us
We offer truly impartial advice across the full spectrum of investment solutions. This way your strategy is shaped by your mission, not by a product range.
We see the whole picture
By aggregating all asset classes and managers into one integrated view you gain a clear, confident understanding of your assets and what they can do.
We know value counts
Our market access means we can deliver performance without the overhead. With better risk-adjusted returns and lower costs, more of your capital goes to where it matters most.
Delivery defines success
Our platform and tools do the heavy lifting, so your strategy moves from paper to practice with speed and precision.
You decide how we work together
Powered by a £300bn track record of assets under advice, our 160-strong investment team draws on over 20 years of heritage from KPMG and Deloitte to provide industry-leading investment advice and portfolio management services.
Purpose. Reach. Value.
Advice
We can help you with:
- Investment objective setting
- ESG belief setting
- Strategy alignment work
- Investment Policy Document
- Review of current arrangements (performance, risk, managers, fees)
- High-level strategy proposal
Implementation
We can support you with implementation in a range of ways:
Managed accounts
Delegate responsibility to us to implement and manage your portfolio within your agreed objectives and ethical standards.
Ongoing active advice
Implementation support, for example: setting objectives, proposal strategy, manager selection, implementation, monitoring, and reporting, with you retaining control over decisions within the portfolio.
Project consulting
To review your existing portfolio, set objectives and proposal strategy.
Sarah Dickson
