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Investment Management

Trust and Charity Solutions


We can manage monies held in a trust as part of our investment management and wealth management services.

Trustees now have wider investment powers, so that the assets within a trust can be made to work harder for the trust’s beneficiaries. Trustees have automatic powers to delegate investment decisions to a discretionary portfolio manager, and to appoint nominees and custodians.

By appointing us, trustees can satisfy themselves that they have fulfilled their duty to ensure that the trust’s assets are properly diversified. We can also assist the trustees, if required, in drafting or reviewing the trust’s statement of investment policy.


We have extensive experience of working with charities of all sizes and types, including religious funds, NHS funds, charitable trusts and welfare organisations. Many of these charities have specific investment constraints, which are strictly adhered to in accordance with the charity’s requirements.
Fully segregated portfolios, tailored to your charity’s individual requirements, are available from just £250,000.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.